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  • Relationship Banker - San Fernando Valley West area

    Bank of America 4.7company rating

    Finance service representative job in Parksdale, CA

    Northridge, California;Tarzana, California; Woodland Hills, California; Woodland Hills, California; Woodland Hills, California; Canoga Park, California; Encino, California; Northridge, California; Woodland Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************** **:** _At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day._ _Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve._ _Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._ _At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!_ ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management Minimum Education Requirement: - High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-38k yearly est. 2d ago
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  • Representative, Customer Service II

    McLane 4.7company rating

    Finance service representative job in Merced, CA

    Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. Under limited supervision, the Customer Service Representative II handles non-routine customers and issues while achieving customer satisfaction by providing accurate, timely, and consistent information and solutions. This position provides a reliable communication network for customers resulting in strong business relationships. Benefits you can count on\: Pay rate\: $17.56 to 30.25 per hour. Generous benefits that start on your 60th day\: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days. 401(k) Profit Sharing Plan after 90 days. Additional benefits\: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! What you'll do as a Customer Service Representative II: Monitor customer reporting; communicate critical issues. Research and respond to customer inquiries. Maintain customer files to ensure up to date information. Manage customer requests for assistance, information, and issue resolution. Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met. Maintain regular communication with decision makers within customer organizations. Train customers on various business applications to maximize company value to the organization. Analyze and respond to various customer requests involving store level and group level information. Respond to various customer requests and needs. Answer inquiries by phone, email, and internet response. Perform other duties as needed or assigned by supervisor. Other duties may be assigned. Qualifications you'll bring as a Customer Service Representative II: High School Diploma or GED. 2 or more years of customer service experience. Ability to type 45 wpm and perform 10-key by touch. Strong verbal and written communication skills, and organization and planning skills. Knowledge and experience with all Microsoft office applications. Ability to prioritize pending tasks in a logical manner. Ability to learn quickly, retain information and meet deadlines. This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards. Fit the following? We want you here! Teamwork oriented Organized Problem solver Detailed Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit https\://**********************************
    $17.6-30.3 hourly Auto-Apply 3d ago
  • Customer Service Representative - State Farm Agent Team Member

    Tisha Miranda-State Farm Agent

    Finance service representative job in Atwater, CA

    Job DescriptionBenefits: Life Insurance SIMPLE IRA Retirement (Matching) Dental insurance Vision insurance Bonus based on performance Paid time off Training & development Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Group Life Insurance Benefits Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Ability to work in a team environment Ability to multi-task Ability to effectively relate to a customer Bilingual - Spanish preferred If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $32k-42k yearly est. 6d ago
  • Customer Service & Procurement Representative

    Joseph Gallo Cheese Company

    Finance service representative job in Atwater, CA

    We are one of the most respected premium all-natural cheese makers in North America, and we continue to win prestigious awards for, not only our high-quality products, but also in recognition of our passion for sustainable practices. Today, we are in our third generation as a family business, who seeks innovative opportunities to maximize profitability & return on all assets, while being a trusted & responsible employer, who actively participates in the community & who cherishes the natural environment. Our success is based upon the quality of the employees that we hire-top-notch talent who share our company's commitment to our customers and a passion for making the country's finest quality products, using only all natural ingredients. Our employees are our greatest driving force, and we pride ourselves on ensuring their stability. All our employees receive Life Insurance, and Employee Assistance Program! Joseph Gallo Farms also offers a competitive benefits package at a group rate to all our full-time employees and their dependents. Benefits: 401(k) retirement plan w/ company match Health Insurance Dental Vision Educational Reimbursement Paid time off (vacation, sick, holidays, etc.) Free cheese! Requirements Summary of Functions: Manages the order management and customer service process to ensure that Joseph Gallo Farms' interactions with our customers are executed in a professional, timely, and efficient manner. Create and foster strong relationships with external and internal business partners including freight companies, government agencies, logistics, accounting, and sales. The role also drives the support key functions end to end in procurement. Major Duties and Responsibilities: Customer Service One of the core functions of the customer service department is ensuring the communication between the customer and Joseph Gallo Farms is timely and accurate Acts as a primary liaison with customers to provide a single point of contact for questions, including but not limited to: Order status, Product information, Complaints and Product returns. Work with accounting and sales to support the process of managing master data for customers Prepare customer reports by collecting and analyzing customer shipments Receive purchase orders via email or EDI, enter information into the order management system, generate purchase order acknowledgment, and disseminate the information to appropriate departments. Review customer purchase orders and verify that all required information is provided and identify potential issues, including but not limited to: Pricing or Ship dates, Item numbers, Quantities and Delivery location. Ensure the accuracy of transactions entered into order management and financial system. Coordinate with scheduling, purchasing, warehouse, and operations to define and generate order confirmations. Act as primary liaison for Joseph Gallo Farms to provide a single point of contact for questions and status of customer orders Procurement & Supplier Prepare and process purchase orders in alignment with company policies and budget requirements. Identify and execute cost reduction opportunities while maintaining product quality and service reliability. Manage supplier relationships to ensure consistent communication, collaboration, and accountability. Monitor and evaluate supplier performance using key metrics (on-time delivery, quality, responsiveness, and cost). Collaborate with inventory control, production, and maintenance to ensure adequate supply levels and minimize downtime. Review MRP and purchase requisitions to verify requirements, lead times, and stock levels. Coordinate returns, warranty claims, or replacements with suppliers as needed. Analyze pricing trends, total cost, and contract performance for assigned commodities. Ensure adherence to approved budgets and payment terms. Manage and maintain purchase orders and procurement data in the ERP system, ensuring accuracy of pricing, lead times, and supplier information throughout the purchasing process. Food Safety Requirements/Responsibilities: Comply with all Plant, State and Federal OSHA, EPA, FDA, HACCP, and SQF regulations Comply with GMPs in the plant. Assist in the maintenance of Food Safety and Quality system. Organizational Relationships: The position reports to the Customer Service Manager & Purchasing Manager Qualifications: Minimum High School Diploma Minimum 2 years of customer service experience, purchasing and/or procurement process. Knowledge in ERP systems Willingness to work non-traditional hours as required Detail oriented Prior utilization of traditional customer service tools including order management systems, telephone, and Microsoft software applications Proficiency in English required with Spanish language skills preferred PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by the employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. May sit for long periods of time. Visual acuity to perform reading and computer functions. May lift or carry up to 50 pounds. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in an office environment. This description is a general statement and does not include other duties as assigned. Joseph Gallo Farms is an Equal Opportunity Employer / EEO
    $32k-42k yearly est. 43d ago
  • Part Time (30 hours) Associate Banker, Countryside Dr Branch, Turlock, CA Bilingual Spanish Required

    JPMC

    Finance service representative job in Turlock, CA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Reading and speaking in both English and Spanish is required for this role. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $52k-106k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative, Housing Customer Service Center

    Usc 4.3company rating

    Finance service representative job in Parksdale, CA

    Please review the Affirmative Action and Equal Opportunity Plan page for more details regarding your rights and obligations as a job candidate. USC Auxiliary Services, one of the largest divisions at The University of Southern California, is focused on making a difference for over 65,000 students, athletes, faculty, staff, and guests who visit our campuses each day. Through our innovative services, our six central business units (USC Bookstores, USC Hospitality, USC Housing, USC Transportation, the USC Hotel and the Los Angeles Memorial Coliseum) collectively create the best USC experience for future leaders, scientists, filmmakers, engineers, and doctors alike. Auxiliary Services works tirelessly to welcome all visitors into the Trojan family. We are driven to succeed by our commitment to uphold our six unifying values in Integrity, Excellence, Well-Being, Open Communication, Accountability, and Diversity, Equity, and Inclusion . USC Housing, a division of USC Auxiliary Services, hosts more than 9,000 students, athletes, faculty, and staff throughout the year in over 50 properties on and off campus. Housing meets the challenge of inviting students into our Trojan family by making them feel comfortable, safe and welcome. We boast top-notch amenities including comprehensive recycling programs, simplified online repair requests, and more. Serving our students' wellbeing is the reason that we are here and we share the same vision and excellence that they do. We are seeking a Customer Services Representative to join our rapidly growing team. The Opportunity: The Customer Services Representative will be the first point of contact for our students, faculty, staff, parents, and guests. As a member of the Housing team, you will take pride in providing the best customer service and maintaining the University's high standards for excellence. Our team keeps the work environment positive and friendly, so that we can always greet our guests with a smile. If you enjoy interacting with and helping guests, join us today! The Accountabilities: Provides customer service to students, faculty, staff and extremal customers. Meets customer needs, offers options, resolves problems and follows up with customers. Ensures full customer satisfaction without unnecessarily referring customer lo other staff members. Maintains friendly, helpful demeanor. Provides information regarding policies and procedures, terms and programs relating to service area for students, parents, faculty, administrators, staff, and outside customers. Identifies and prioritizes problems and issues related to service area. Performs research, offers solutions, options and strategies. Refers to appropriate person or department as needed, and/or arranges for service. Gathers data as necessary for related offices such as Financial Aid, Admissions, Student Conduct and student issues using the University Information Systems. Tracks problem status until resolution is achieved. Maintains close contact with customer to give updates on progress toward resolution of issue or service request. Uses information systems to input date, maintains databases, performs research for projects or issues, generates reports, etc. Studies and maintains currency with all applicable policies and procedures, contracts and related legal issues. Interprets terms and conditions of contracts, authorizes change/exceptions to contract terms, generates contracts for forms for distribution. Processes applications, releases, cancellations, adjustments, changes, requests, fees, invoices and other related paperwork. Maintains quality/quantity standards. Verifies contracts or forms for completeness and accuracy of information. Updates and maintains all necessary records and/or logs. Represents department to students, parents, faculty, administrators, staff and other outside customers. May act as representative for department at internal committee meetings such as Customer Service Planning Group. Makes formal presentations as assigned. Trains schedules, assigns and prioritizes workloads. Interprets operating policies and procedures. Ensures timely completion of department's work. May lead student workers. Notifies appropriate personnel in the event of an emergency. Maintains complete and accurate records of all student-or staff-related safety incidents. Provides services including processing and delivery of mail and packages, e.g. UPS, Federal Express, Airborne, and U.S. Post Office. Receives key deposits and issues keys and/or maintains and balances a cash drawer on a daily basis. Assists in set up and scheduling of special events/promotions and equipment rental. Responsible for 24-hour pager coverage during holidays and weekends. Composes memos and letters based on knowledge of departmental and University policies and procedures. Compiles statistical reports and studies as requested. Performs other related duties as assigned or requested. The University reserves the right to add or change duties at any time. The Qualifiers: Minimum Education: High School Diploma. Combined education/experience as substitute for minimum experience. Minimum Experience: 1 year. Combined education/experience as substitute for minimum experience. Minimum Field of Expertise: Customer Service. Valid CA driver's license required. Position will participate in the Department of Motor Vehicles (DMV) Pull Notice System. A copy of DMV record will be required as a final condition of employment. For more information please visit the policy website. In addition, the successful candidate must also demonstrate, through ideas, words and actions, a strong commitment to USC's Unifying Values of integrity, excellence, diversity, equity and inclusion, well-being, open communication and accountability. What We Prefer: Preferred Education: Bachelor's Degree. Preferred Experience: 2 years. Preferred Field of Expertise: Student counseling, customer service. The Trojan Family Rewards: We pride ourselves in creating the BEST USC EXPERIENCE , and that begins with our employees! We offer a wide variety of benefits and programs that support our staff and their families including. For more information, please visit benefits.usc.edu. This support advocates work-life balance and employee well-being. As members of the Trojan family, employees are connected by the traditions and history that make us proud to be Trojans! As an equal opportunity employer, USC values and promotes diversity and inclusion in the workplace. The work culture thrives on mutual respect, trust, and synergy amongst all of its members. USC has great minds that transform the world with their talents and research. Will you be one? Join us! FIGHT ON! The hourly rate range for this position is $18.86 - $20.00. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. Minimum Education: High School Diploma. Combined education/experience as substitute for minimum experience. Minimum Experience: 1 year. Combined education/experience as substitute for minimum experience. Minimum Field of Expertise: Customer Service. Valid CA driver's license required. Position will participate in the Department of Motor Vehicles (DMV) Pull Notice System. A copy of DMV record will be required as a final condition of employment. For more information please visit the policy website. In addition, the successful candidate must also demonstrate, through ideas, words and actions, a strong commitment to USC's Unifying Values of integrity, excellence, diversity, equity and inclusion, well-being, open communication and accountability. USC is a smoke-free environment USC is an equal opportunity, affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other characteristic protected by law or USC policy. USC will con sider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying. We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact USC Human Resources by phone at **************, or by email at *************. Inquiries will be treated as confidential to the extent permitted by law. Read USC's Clery Act Annual Security Report Affirmative Action and Equal Opportunity Plan Pay Transparency Non-Discrimination USC is an E-Verify Employer Digital Accessibility If you are a current USC employee, please apply to this USC job posting in Workday by copying and pasting this link into your browser: *************************************************************
    $18.9-20 hourly Auto-Apply 60d+ ago
  • Bilingual English and Spanish Member Loyalty Representative

    Oportun 4.3company rating

    Finance service representative job in Madera, CA

    Oportun (Nasdaq: OPRT) is a mission-driven fintech that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $19.7 billion in responsible and affordable credit, saved its members more than $2.4 billion in interest and fees, and helped its members save an average of more than $1,800 annually. Oportun has been certified as a Community Development Financial Institution (CDFI) since 2009. WORKING AT OPORTUN Working at Oportun means enjoying a differentiated experience of being part of a team that fosters a diverse, equitable and inclusive culture where we all feel a sense of belonging and are encouraged to share our perspectives. This inclusive culture is directly connected to our organization's performance and ability to fulfill our mission of delivering affordable credit to those left out of the financial mainstream. We celebrate and nurture our inclusive culture through our employee resource groups. POSITION OVERVIEW Oportun is currently seeking qualified candidates with customer service, cashier, sales, or hospitality experience to work Full-Time. At Oportun, we consider our customers to be our members, and the primary focus of our Member Loyalty Representatives is to create and generate a rewarding and unique member service experience. Our Member Loyalty Representatives are passionate about listening, helping, and connecting with people at all touchpoints, such as in our stores and in the communities around our stores through personal outreach activities. As a key member of our team, you will make the mission of Oportun come to life by educating our members and communities about our inclusive, affordable financial services that empower them to build a better future. RESPONSIBILITIES Welcome members with a warm greeting and provide quality member service. Seamlessly process all transactions, while following company policies & procedures and protecting our members' information. Work as a team or independently, including time alone in the store without direct supervision or with coworkers, while exceeding daily goals in our lending and servicing activities. Enjoy informing and educating potential members about Oportun's services by engaging in outreach efforts more than 50% of the time at Oportun locations, partner locations and/or community events. Activities include: Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportun's services can help their customers. Conducting outreach efforts at local flea markets, community events, and at our Lending As A Service (LAAS) partner locations to increase awareness capture leads, and assist with starting applications; Actively engaging with people at and around Oportun's retail locations, encouraging store visits, and assisting with applications. Supporting community outreach and marketing events, by passing out flyers and educating the local community about Oportun and its products and services; and Using iPads or assisting potential members with scanning QR codes during outreach efforts to start new applications. Light housekeeping to keep the work area and store location inviting and presentable to all who visit, including daily collection of trash, sweeping, mopping, and window cleaning as needed. Use a computer intermittently (approx. 3-6 hours per day) for administrative tasks and for servicing members. Stand while assisting members; sitting is allowed during non-member-facing tasks. Occasionally unpack and store office or cleaning supplies. Must have the ability to travel between designated work locations (including outreach activities) within a reasonable commuting distance as part of standard job duties. Travel will be limited to sites considered part of an ordinary commute. Be a role model for Oportun's Core Values: On a Mission, As One, to Make it Better, Now. REQUIRED QUALIFICATIONS Must be bilingual (English/Spanish). Must be outgoing, sales-focused, and enjoy speaking with people. Must love to help members, including prospective members through outreach and educational activities. Must be available to work weekends and be flexible with a rotating work schedule of hours based on store needs. Schedules are set every two weeks. Must have regular, reliable, and predictable attendance to support store operations. Must be willing and able to work outdoors year-round to identify new sales opportunities and promote company products and services through designated outreach activities. Ability to lift and/or move objects up to 25 pounds, as needed. Basic computer skills and ability to operate office equipment such as, phones, scanners, and iPads. Ability to organize and file paper documents. AS A VALUABLE MEMBER OF OUR TEAM, YOU'LL RECEIVE Medical, Dental, Vision, Flexible Spending Accounts (FSAs), EAP, Life and Disability insurance Accident coverage Paid Time Off 16 paid hours (VTO) to participate in volunteer activities each year Employee Assistance Fund (OEAF) 401(k) retirement savings Travel Assistance Paid Training Competitive pay, plus sales incentives $$$ Growth opportunities Flexible schedules Opportunity to positively impact your community The base hourly rate for this full-time position is $20.00 - $23.00. Our hourly rates are determined by role, location and experience. The hourly range displayed on each job posting reflects a minimum and maximum for new hire rates for this position, specific to the location of this job posting. Please note that the compensation details listed in this posting reflects only the hourly rate for this position and does not include other compensation elements or benefits.” We are proud to be an Equal Opportunity Employer and consider all qualified applicants for employment opportunities without regard to race, age, color, religion, gender, national origin, disability, sexual orientation, veteran status or any other category protected by the laws or regulations in the locations where we operate. California applicants can find a copy of Oportun's CCPA Notice here: ******************************************************* We will never request personal identifiable information (bank, credit card, etc.) before you are hired. We do not charge you for pre-employment fees such as background checks, training, or equipment. If you think you have been a victim of fraud by someone posing as us, please report your experience to the FBI's Internet Crime Complaint Center (IC3).
    $20-23 hourly Auto-Apply 4d ago
  • .Customer Service Representative.

    Fiesta Auto Insurance 3.5company rating

    Finance service representative job in Merced, CA

    Immediate Hiring at Fiesta Auto Insurance: Customer Service Representative Are you looking for a dynamic work environment where you can thrive and grow? Do you want to be part of a talented team that values your contributions? Do you want to be part of a winning team? If your answer is YES, then we have the perfect opportunity for you. Fiesta Auto Insurance G&P is the #1 Franchisee nation-wide for Fiesta Auto Insurance. There is tremendous growth opportunity in our company as we continue to open more offices throughout California. Come and grow your career with us at Fiesta Auto Insurance G&P. Fiesta Auto Insurance is a current leader in providing top-notch Insurance, Tax Preparation, and Registration services. We are on the lookout for a highly skilled Customer Service Representative to join our fast-growing team. With us, you will receive paid training, support, and the tools needed to pass your state insurance exam and receive your insurance license within your first 30 days. This is your chance to invest in yourself and start a rewarding career path with unlimited potential for growth and earnings! Benefits: Hourly pay +(plus) 10-15% commission on your insurance sales. PAID TRAINING and direct deposit every Friday. Opportunity for growth into Leadership Positions Learn tax preparation and earn 10-17.5% commission on tax returns you prepare. Full-time employment with Full-time hours at 35-45 hours every week Earn commissions on DMV Registration Services. Vacation pay and health insurance (we cover 65% of the premium). 100% free dental plan and low-cost vision options. Requirements: Self-motivated team player with a positive attitude and strong work ethic. Willingness to obtain a Personal Lines Insurance Broker's License. Determined and open-minded to learn about insurance and sales strategies. Preferred: Bilingual (Spanish speaking) candidates are highly encouraged to apply. Ability to work in a fast-paced office environment while being able to Multi-task to ensure our clients receive a WOW-LEVEL CUSTOMER EXPERIENCE. Must have reliable transportation and be flexible to work at different nearby locations when needed Availability: Monday-Friday 9 AM to 7 PM, Saturday 10 AM to 5 PM, Sunday 10 AM to 4 PM. As you begin your journey with Fiesta Auto Insurance G&P as a Customer Service Agent you will quickly become an Insurance Agent with in 30 days of your first day. As an Insurance Agent we believe that GREAT SERVICE GO HAND IN HAND WITH SALES, you will be expected to provide and be able to give a WOW LEVEL CUSTOMER SERVICE TO ALL OUR CLIENTS. Location: CA030 1210 W 16th St, Merced, CA 95340, USA Apply Today! Join our enthusiastic team at Fiesta Auto Insurance G&P and kickstart your career in a supportive and rewarding environment! Work schedule 8 hour shift 10 hour shift Weekend availability Holidays Day shift Overtime Supplemental pay Commission pay Bonus pay Other Benefits Paid time off Health insurance Dental insurance Vision insurance Referral program Employee discount Paid training
    $31k-39k yearly est. 60d+ ago
  • Part -Time Customer Service Representative- Escalon

    Oak Valley Community Bank 4.2company rating

    Finance service representative job in Escalon, CA

    Job Title: Customer Service Representative Location: Escalon, CA Employment Type: Part-Time (32 hours) FLSA Status: Non-Exempt Salary Range: $18.00- $24.04 per hour (good-faith estimate upon hire) Additional Compensation: This position includes eligibility for quarterly incentives and employees may be considered for annual performance-based salary increases; eligibility and amount are determined by individual performance and business needs. Total Compensation: In addition to base pay, this position may be eligible for quarterly incentive compensation, including performance-based salary increases. Oak Valley Community Bank also offers a comprehensive benefits package that includes, medical, dental, vision, retirement savings with employer match, paid time off, and other voluntary benefits. Final compensation will be based on skills experience, and internal equity. About our Company: Oak Valley Community Bank is a trusted, full-service commercial bank serving California's San Joaquin Counties and beyond since 1991. With a strong presence in Escalon, we are committed to providing personalized banking solutions for individuals, families, and businesses. As a two-time recipient of the Best Places to Work award, Oak Valley Community Bank fosters a supportive and inclusive workplace culture where employees thrive and grow. Our Escalon branch exemplifies our community-first values, offering exceptional customer service and building lasting relationships with local residents and businesses. About the Role: The part-time Customer Service Representative (Teller ) plays a crucial role in ensuring a positive banking experience for our clients in our Escalon branch location. This position is responsible for handling customer transactions efficiently and accurately, while also providing exceptional service that fosters customer loyalty. The representative will be the first point of contact for customers, addressing their inquiries and resolving any issues they may encounter. By maintaining a thorough understanding of our banking products and services, the teller will effectively promote offerings that meet customer needs. Ultimately, the goal of this role is to enhance customer satisfaction and contribute to the overall success of the branch. Minimum Qualifications: High school diploma or equivalent. Previous experience in customer service or a related field. Strong numerical and cash handling skills. Preferred Qualifications: Experience in the banking or financial services industry. Familiarity with banking software and technology. Responsibilities: Process customer transactions, including deposits, withdrawals, and loan payments with accuracy and efficiency. Provide information about bank products and services, assisting customers in making informed decisions. Address customer inquiries and resolve issues in a timely and professional manner. Maintain compliance with banking regulations and internal policies to ensure the security of customer information. Collaborate with team members to achieve branch goals and enhance the overall customer experience. Skills: The required skills for this position include strong communication and interpersonal abilities, which are essential for building rapport with customers and addressing their needs effectively. Attention to detail is crucial when processing transactions to ensure accuracy and compliance with regulations. Problem-solving skills will be utilized daily to resolve customer inquiries and issues promptly. Additionally, proficiency in technology will aid in navigating banking software and enhancing service delivery. Preferred skills, such as bilingual communication, will further enhance the ability to serve a diverse clientele, contributing to a more inclusive banking environment. Equal Pay & Opportunity Statement Oak Valley Community Bank complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic. We are an equal opportunity employer committed to diversity, equity, and inclusion.
    $18-24 hourly Auto-Apply 9d ago
  • Customer Service Representative

    Limagrain

    Finance service representative job in Modesto, CA

    Offer ID: 1647 Unit: HM Clause Job Title: Customer Service Representative Contract type: Permanent : Company Introduction "WE BUILD TRUST WITH FARMERS AROUND THE WORLD BY SUPPORTING THEM TO SUSTAINABLY IMPROVE THE QUALITY AND FLAVOR OF THEIR PRODUCTION." HM.CLAUSE is a Business Unit of Limagrain, an international agricultural co-operative founded and managed by farmers. HM.CLAUSE specializes in the breeding, production, and sale of vegetable seeds. From the world market to the farmer's market, we collaborate with our customers to deliver successful solutions for the agricultural challenges of today and produce the highest quality vegetable seeds for the future. Our global team of experts and state-of-the-art research facilities enable us to work side-by-side with growers to provide the most regionally relevant and reliable vegetable seeds available. If our mission resonates with your passion, we look forward to your application. Job description You will be a great fit if you have experience similar to: Maintain flow of information and communication with customers, sales staff and other departments throughout the order process. Serve as liaison with supply chain and shipping teams. Process orders received from domestic or international customers and sales staff. Serve and support all customers of designated regions to ensure the maintenance and growth of the business and improve customer satisfaction. Review inventory availability vs. forecast vs. prorates; as well as lab information regarding quality of seed. Order processing includes: order entry, additional documentation (phytosanitary certificates, lab analysis and export requirements), follow-through and invoicing. Monitor all orders through the process to insure on time delivery to meet customer's expectations. Monitor pricing in ERP system and report any irregularities to Sales Data Planning. Maintain accurate and up to date files with customer profile information and country requirements. Participate in defining, preparing and updating all work instructions in QA Module (AQUARIUS) Process credits and adjustments per verified customer requests, internal management requests or for billing error corrections. Cross train within the department to insure adequate coverage at all times. Performs other incidental and related duties as required and assigned. What we expect of you To be considered, you will need: AA/AS degree in Business or Agriculture or equivalent 3 - 5 years' experience in customer service Experience with ERP systems (JD Edwards a plus) Excellent oral and written skills Must be proficient in English and Spanish; proficiency in French or Portuguese a plus Microsoft Office Suite, Word, Excel, Outlook and Access experience Internet & high volume E-mail experience Your benefits and working environment The rewards of working here: You join an expert team of innovators and creators that collaborate with farmers around the world to sustainably enhance the taste and quality of healthy food. Our goal is to form teams that inspire and learn from each other as they work to elevate our products from seed to table. We recognize our employees as our most valued resource and work to create an atmosphere that is supportive, healthy, and progressive. We promote an environment of wellness and well-being and hybrid schedules when it is appropriate for the position. It is an important and expanding piece of our local and global mission for Diversity & Inclusion programs and support groups in the corporate world. HM.CLAUSE offers a strong compensation and benefits package to its employees: * Competitive salary * This position's range is $25 - $30/hr Our total compensation and pay ranges reflect our market pay structures. As such, individual salaries or hourly rates are determined by a variety of factors including, but not limited to: local geographical market conditions, internal equity, as well as candidate qualifications, such as job related skills, education, and experience. * Comprehensive Benefits Choices * Medical, Dental, Vision * Work/Life Balance * 12 Paid Holidays per year * +1 Floating Holiday per year * Paid shutdown holidays * Progressive time off starting at 80-vacation hours * Company Covered Benefits * Company paid Life Insurance, Long Term Care, Long and Short-Term Disability * Wellness Benefits * Family EAP, Telehealth and Mental Wellness Services * Internal Career Progression * Learning Environment * Promotions from within * Paid Annual Training * Tuition Reimbursement * Welcoming Environment * Business casual attire; open door policy * Financial Wellness * 401(k) dollar for dollar Employer matching * Additional Employer 401(k) Contribution per paycheck * Traditional and Roth (401k) plans options * Company Profit sharing in December * Family Benefits * Maternity and Paternity paid time off * Fertility and Infertility benefits * Low family medical deductibles We are a company with a supportive culture and leadership. We encourage you to be part of our journey to enhance the world's food supply and support the farmers that grow them. To view all U.S. based privacy rights and how to exercise them, click here: Privacy policy - HM Clause. Apply now Information at a Glance Apply now
    $25-30 hourly 14d ago
  • Autobody Collision Customer Service Representative

    Chilton Auto Body

    Finance service representative job in Modesto, CA

    Customer Service Representative Department: Operations Reports to: Location Manager PLEASE REPLY BY INCLUDING YOUR RESUME!! The Customer Service Representative is responsible for providing exceptional customer service to all customers and business partners of Chilton Auto Body throughout the repair process. Entry level; autobody collision repair experience a real plus including CCC. YOU MUST HAVE EXPERIENCE IN THE AUTO BODY COLLISION REPAIR INDUSTRY!! Responsibilities: Review with customers and walk-through the repair process: Greet customers by phone or in-person; explain to customers about the collision repair process, including insurance claims information, processing, and payment procedures. The Customer Experience Representative is responsible for establishing an effective relationship with each customer to support a positive customer experience. Complete vehicle intake process: This includes mapping damage, photographing vehicles, and documenting work files per company and repair partner standards. Perform administrative tasks: Administrative tasks include collecting payments, updating rentals management portal (ARMS), supporting location manager with expense documentation (updating RHO), and conducting Accounts Receivable follow-up. Training: Complete assigned role-based training through Collision University and additional internal and business partner supported training as necessary. Additional responsibilities as assigned. Job duties/Job description may be adjusted or added based on the needs of the business or at management discretion Requirements: Previous experience in the automotive industry preferred - CCC One knowledge a real plus!! Ability to work collaboratively with the team to meet shared objectives. Effective time management. Able to multitask and manage competing priorities Communicate effectively with teammates, customers, and business partners. Proficient with computers. Excellent customer service skills. Valid drivers' license required. Eligible to work in the United States. Willing and able to pass a thorough background check. Flexible to work an 8-hour shift between 7:00 a.m. - 6:00 p.m. Preferred Qualifications: Bilingual (Spanish). Knowledge of the Collision Industry. Pay Rate: $20-30 depending on experience Benefits: Bonuses Paid holidays and 2 weeks PTO Medical, dental, vision, life insurance Matching 401(k)
    $20-30 hourly 60d+ ago
  • Customer Service Representative - State Farm Agent Team Member

    Kristen Eaton-State Farm Agent

    Finance service representative job in Oakdale, CA

    Job DescriptionBenefits: Company parties Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Bonus based on performance Kristen Eaton Insurance Agency, Inc. in Oakdale, CA is an established and growth focused insurance agency. Were looking for an outgoing and motivated individual to reach out to existing and potential customers, assess and understand their insurance needs, provide quotes, and ultimately earn their business. If you speak fluent Spanish and English and you love meeting new people, enjoy helping others succeed, and have a strong goal orientation this may be the position youve been looking for! People from all walks of life have succeeded in this role - you could be the next one! We are currently hiring an Insurance Account Representative team member for our Oakdale, CA location. The ideal candidate - Does this sound like you? Youre driven to improve and enjoy setting and hitting goals. Youre organized and pride yourself on being efficient and effective with your time. You enjoy competing against yourself and for awards. You have a strong desire to help individuals, families, and businesses protect themselves from unexpected losses. You have the ability to follow a structured review process to ensure customers have the right products and services for their specific needs. Enjoy working in a very fast-paced environment. The ideal candidate will have: The ability to connect and build rapport with people in person, on the phone, or over video calls. 3 years experience in detailed clerical customer service and record keeping. (Retail Customer Service is not the same). Youre a master multi-tasker - you can talk and type without missing a beat. Curiosity and a desire to understand their prospects needs so they can market the appropriate products and services to them. Proficiency with Word, Excel, and Outlook Responsibilities + Opportunities: Must be willing to obtain Property & Casualty and Life & Health Insurance Licenses (required to obtain). Meeting with customers to share our insurance products and services. Ultimately, being able to close your customers on the products and services youve recommended. Documenting all conversations and ensuring youre taking whatever action is needed to move the process forward. Your success will be driven by your ability to drive new business to the agency. Setting and confirming appointments with customers Handling payments Identifying opportunities to serve our customers and be mindful to make sure they have the right products and services for their circumstances. The opportunity to deal with a wide variety of people on a daily basis. This position offers: (OR Why You Want This Opportunity:) The opportunity to work in a high-performing agency with other high-achievers. A competitive base salary, plus commission. This is your chance to let your drive and effort determine your income level. Medical Benefits Paid Time Off + Holidays Comprehensive Paid Training with continuous and ongoing training/mentorship. If this sounds like something youd enjoy - please apply now to start the conversation! Keywords: Insurance, Life Insurance, Property & Casualty Insurance, General Insurance, Commercial Insurance, Term Life Insurance, Umbrella Insurance, Health Insurance, Sales, Casualty Insurance, Disability Insurance, Homeowners Insurance, Liability, Insurance agent, Insurance Broker, Insurance Agency Sales, Prospecting, Business Development, Lead Generation, Inside Sales, Outside Sales, Field Sales, Account Representative, Account Manager, Account Executive, Sales Development Rep, Finance, Banking, Teller, Mortgage Banker, Business Banker, Sales, Server, Serving, Customer Service, CSR, Bilingual, Spanish Job Type: Full-time Pay: $40,000.00 - $80,000.00 per year Benefits: Health insurance On-the-job training Paid time off Professional development assistance Shift: Day shift Language: Spanish (Required)
    $40k-80k yearly 15d ago
  • Customer Service Rep- Insurance

    George Mauricio-Farmers Insurance Agency

    Finance service representative job in Turlock, CA

    Job Description Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have. Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Health Insurance Career Growth Opportunities Evenings Off Responsibilities Process customer policy change requests. Secure all Trailing Documents from customers. Handle all incoming claim calls from customers. Complete Evidence of Insurance requests. Document each customer contact in eAgent. Immediately greet all customers, entering the office, in a friendly and helpful manner. Take premium payments from customers. Ask each customer for referrals and explain our referral program. Verify phone numbers, addresses and email addresses with each customer contact and update customer information. Answer incoming phone calls on the first ring. Return all phone messages promptly. Provideexceptional customer service. Be outstanding at relationship building. Maintain client relationships with follow up phone calls. Claims follow up calls. Provides on-going support to insurance clients as needed. Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe. Assess and identify the wants and needs of your customer(s) over the phone Uphold the wants and needs of your customers Requirements Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Possess an upbeat, positive and enthusiastic attitude. Be a great self-starter with a sense of urgency. Proficiency to multi-task, follow-thru and follow-up. Excellent Communication/interpersonal skills. Confident, self-starter who works well independently. Must have ability to multi-task. A Property & Casualty or Personal Lines Insurance license is required for this hire. Professional phone etiquette. Career minded vision. Follow through and exceed current and prospective client expectations. Excellent Spelling and Grammar skills. Great Customer Service Skills. Problem-Solving Capabilities. Works well with other employees and is a team player with a positive attitude. Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe. Bilingual, fluent in both English and Spanish is beneficial.
    $32k-42k yearly est. 8d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Modesto, CA

    Application Deadline: 02/22/2026 Address: 3801 Pelandale Ave. Job Family Group: Retail Banking Sales & Service Part Time 34hrs/wk; Pelandale branch 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 10d ago
  • CSR Inside Sales 1

    Daikin Comfort

    Finance service representative job in Modesto, CA

    The CSR/Inside Sales Representative sells the organization's products and services for prospective and established customers. Whether face to face, on the phone or through email or fax, the CSR handles customers' needs by finding out what they need, answering questions, creating solutions and ensuring a smooth and quick sales process. Must be knowledgeable of the organization's policies, procedures, practices, products and services.  The CSR/Inside Sales Representative collaborates with Regional Manager or Branch Manager to help drive territory coverage and maintain positive dealer relationships.   Position Responsibilities may include: Help the Division deliver on its sales including the new business component by helping to maintain accounts through active communication of new product launches, services, supplies and new products sales and or discounts via outbound calls.  Provide excellent customer service via face to face, phone calls and e-mails.   Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes and delivery dates - ensure accuracy of information being entered to guarantee the correct item(s) are ordered.  Recommend alternate products based on cost, availability or specifications as needed.  Obtain and monitor scheduled shipment dates to ensure timely delivery and expedite as needed. Coordinate with manufacturing, sales, distribution, and vendors regarding shipments.  Generate new and repeat sales by providing product and technical information in a timely manner.  Educate customers about product terminology, features and benefits in order to improve sales and customer satisfaction.  Provide accurate information regarding availability of in-stock items.  Assist customers with warranties and returns.  Collaborate with the Branch Manager to determine best methods to resolve problems to ensure customer satisfaction and adherence to the organization's policies. Coordinate problem resolution with appropriate departments.  Periodically reach out to customers to determine satisfaction with the organization, products, and services  Maintain records and prepare reports on sales activities.   Expand knowledge of HVAC products and keep current with latest trends within the industry  Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible.  Understand and follow work instructions, operating procedures, and company policies.  Participate in additional projects/activities to support ongoing business needs. Nature & Scope: Works within well-defined instructions Uses established procedures and works under supervision to perform assigned tasks  Work is closely supervised Knowledge & Skills: Knowledge of HVAC equipment/products is preferred  General Microsoft Office skills (Outlook, Excel, Word) as well as working knowledge of data base applications  Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and email;  Positive, professional attitude, handling difficult customers with ability to diffuse negative situations  Good phone etiquette and e-mail etiquette  Ability to deal with high-volume customer traffic  Effective verbal skills - must be able to explain fairly technical parts of information clearly  Written skills - must be able to effectively & timely communicate via e-mail with customers & accurately input orders  Effective organizational skills and time management skills including ability to prioritize and multi-task  High level of attention to detail and accuracy  Ability to establish positive working relationships with internal and external customers and employees  Ability to use good judgment and strong work ethics and integrity on the job  Ability to understand and follow procedures, work instructions, and company policies Competency: Experience: 1 - 3 years of progressive sales experience  Education/Certification: High School diploma or GED equivalent, some colleges preferred  People Management: No Physical Requirements / Work Environment: Must be able to perform essential responsibilities with or without reasonable accommodations Reports To: Branch Manager / Supervisor, Customer Service  Payrate: $18.64 to $23.50 hourly Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States. The Company provides equal employment opportunity to all employees and applicants regardless of a person's race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities. #IND123
    $18.6-23.5 hourly 50d ago
  • CSR INSIDE SALES 1

    Daikin 3.0company rating

    Finance service representative job in Modesto, CA

    Job Description The CSR/Inside Sales Representative sells the organization's products and services for prospective and established customers. Whether face to face, on the phone or through email or fax, the CSR handles customers' needs by finding out what they need, answering questions, creating solutions and ensuring a smooth and quick sales process. Must be knowledgeable of the organization's policies, procedures, practices, products and services. The CSR/Inside Sales Representative collaborates with Regional Manager or Branch Manager to help drive territory coverage and maintain positive dealer relationships. Position Responsibilities may include: Help the Division deliver on its sales including the new business component by helping to maintain accounts through active communication of new product launches, services, supplies and new products sales and or discounts via outbound calls. Provide excellent customer service via face to face, phone calls and e-mails. Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes and delivery dates - ensure accuracy of information being entered to guarantee the correct item(s) are ordered. Recommend alternate products based on cost, availability or specifications as needed. Obtain and monitor scheduled shipment dates to ensure timely delivery and expedite as needed. Coordinate with manufacturing, sales, distribution, and vendors regarding shipments. Generate new and repeat sales by providing product and technical information in a timely manner. Educate customers about product terminology, features and benefits in order to improve sales and customer satisfaction. Provide accurate information regarding availability of in-stock items. Assist customers with warranties and returns. Collaborate with the Branch Manager to determine best methods to resolve problems to ensure customer satisfaction and adherence to the organization's policies. Coordinate problem resolution with appropriate departments. Periodically reach out to customers to determine satisfaction with the organization, products, and services Maintain records and prepare reports on sales activities. Expand knowledge of HVAC products and keep current with latest trends within the industry Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible. Understand and follow work instructions, operating procedures, and company policies. Participate in additional projects/activities to support ongoing business needs. Nature & Scope: Works within well-defined instructions Uses established procedures and works under supervision to perform assigned tasks Work is closely supervised Knowledge & Skills: Knowledge of HVAC equipment/products is preferred General Microsoft Office skills (Outlook, Excel, Word) as well as working knowledge of data base applications Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and email; Positive, professional attitude, handling difficult customers with ability to diffuse negative situations Good phone etiquette and e-mail etiquette Ability to deal with high-volume customer traffic Effective verbal skills - must be able to explain fairly technical parts of information clearly Written skills - must be able to effectively & timely communicate via e-mail with customers & accurately input orders Effective organizational skills and time management skills including ability to prioritize and multi-task High level of attention to detail and accuracy Ability to establish positive working relationships with internal and external customers and employees Ability to use good judgment and strong work ethics and integrity on the job Ability to understand and follow procedures, work instructions, and company policies Competency: Experience: 1 - 3 years of progressive sales experience Education/Certification: High School diploma or GED equivalent, some colleges preferred People Management: No Physical Requirements / Work Environment: Must be able to perform essential responsibilities with or without reasonable accommodations Reports To: Branch Manager / Supervisor, Customer Service Payrate: $18.64 to $23.50 hourly Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States. The Company provides equal employment opportunity to all employees and applicants regardless of a person's race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities. #IND123
    $18.6-23.5 hourly 22d ago
  • Customer Service Representative

    Chevron Stations

    Finance service representative job in Firebaugh, CA

    Excited to grow your career? At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus. People First, Excellence Always CSI #: 1554 Station Address: 46330 Panoche Road, Firebaugh, CA 93622 Job Expectations: Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. Maintain neat appearance and good personal hygiene in compliance with CSI image standards. Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately. Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process. Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures Follow federal law and company standards on carding customers for all age restricted products sold at the stations. Work professionally with vendors and contractors. Regular and punctual attendance is expected. Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products Essential Functions: Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact. Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment. Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently. Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable. Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed. Actively promote store specials and other marketing programs. Cross-check price of delivered goods for accuracy. Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store. Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only) May perform other duties as assigned by management. Requirement/Qualifications: Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters. Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays. Strong attention to detail. Ability to handle challenging situations professionally and exercise exceptional judgement. Ability to work both independently and in team settings. Must possess required up-to-date food handling certificates, as required by law (in specific locations only). Cooking/Restaurant experience preferred Supervisor Responsibilities: This position has no supervisory responsibilities Travel: Rare, limited to required training and coverage for nearby stations. Physical Demands Include but are not limited to: Ability to stand and walk for long periods of time on hard and uneven surfaces. Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds. Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity. Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment. Periodic exposure to all outdoor conditions during daylight hours. Moderate exposure to walk-in coolers and freezers at 34 F or lower. Frequent handwashing and attention to personal cleanliness standards. Must be at least 18 years of age or older to work in California and Oregon locations. Must be at least 21 years of age or older to work in Washington locations. Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am. Must be at least 21 years of age or older to work in Management positions. · Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers. · The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law. USA based job position Visas will not be granted Benefits: · Full-time & Part-time shifts available · Direct Deposit with competitive weekly pay · Health & Wellness packages available for purchase · Education reimbursement program · Shift Differential Pay for select shifts and job titles · Management Bonus Program · Loyalty Service time Program · Commuter benefit Program Compensation Range: $18.25 - $19.25 Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation. We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
    $18.3-19.3 hourly Auto-Apply 17d ago
  • Financial Services Officer I- Newbury Park-Full Time

    Logixbanking

    Finance service representative job in Parksdale, CA

    The Financial Services Officer I is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs. Highlights $44,990.40 + Incentives (Unlimited Cap On Incentives) Day One Employee Benefits Auto Discounts Mortgage Discounts Tuition Reimbursement 401K Company Match Responsibilities Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs and assists them in the selection of the appropriate financial products and services. Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans. Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances). Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score. Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs. Participates in marketing campaigns and member awareness seminars. Works with outside sources to generate additional business. Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits. Executes the day-to-day elements of the Credit Union's Member Experience per established standards. This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union's Needs Assessment process. Fulfilling the members' initial need and setting an appointment for a follow up meeting to discuss their other financial needs. Escorting the member all the way to the door and thanking them for their business and reaffirm their decision to do business with LFCU. Directly responds to member's inquiries either in person, via telephone, mail or an internal referral. Works with Branch Management in a team atmosphere for the promotion and growth of loan totals, provide information and feedback on branch goals to staff and generate referrals through coaching and encouragement of branch staff. Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Responsible for quality and accuracy of all work performed. Assists Sales Manager to develop and promote LFCU services to their existing Select Employee Groups (SEGs) for sign up events, benefit fairs and others. Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members. May perform routine office and clerical duties such as: requisitioning supplies; maintaining accurate, current files; and other duties as may be assigned. May maintain a cash drawer in accordance with assigned cash limits and policy and procedures. Balances own daily work and may assist with the daily branch balancing procedures and approval of transactions for tellers when the transaction is over the teller limit. Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required. Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own reliable mode of transportation. Must be willing to be assigned to another local branch as needed and that eligibility for a transfer after assignment is subject to Senior Management approval. Must consistently report to work on time, as scheduled. Qualifications Education Bachelor's Degree (4 years) with business related emphasis a plus. Experience Minimum of 1 year experience, 3 years preferred of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability The FSO must: Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices. Knowledge of credit union documents, reports, policies and procedures a plus. Obtain the following licenses, skills and authorities within 6 months of entering the position: Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation. Have a working knowledge of the Microsoft suite of Office products. Experience using the Symitar Data system is considered a plus. Be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own mode of transportation. Be willing to be assigned to other local branches as needed. Disclaimer Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law. Base Pay USD $21.63/Hr.
    $51k-85k yearly est. Auto-Apply 60d+ ago
  • Financial Services Officer I- Newbury Park-Full Time

    Logix Federal Credit Union

    Finance service representative job in Parksdale, CA

    The Financial Services Officer I is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs. Highlights $44,990.40 + Incentives (Unlimited Cap On Incentives) Day One Employee Benefits Auto Discounts Mortgage Discounts Tuition Reimbursement 401K Company Match Responsibilities Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs and assists them in the selection of the appropriate financial products and services. Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans. Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances). Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score. Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs. Participates in marketing campaigns and member awareness seminars. Works with outside sources to generate additional business. Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits. Executes the day-to-day elements of the Credit Union's Member Experience per established standards. This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union's Needs Assessment process. Fulfilling the members' initial need and setting an appointment for a follow up meeting to discuss their other financial needs. Escorting the member all the way to the door and thanking them for their business and reaffirm their decision to do business with LFCU. Directly responds to member's inquiries either in person, via telephone, mail or an internal referral. Works with Branch Management in a team atmosphere for the promotion and growth of loan totals, provide information and feedback on branch goals to staff and generate referrals through coaching and encouragement of branch staff. Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Responsible for quality and accuracy of all work performed. Assists Sales Manager to develop and promote LFCU services to their existing Select Employee Groups (SEGs) for sign up events, benefit fairs and others. Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members. May perform routine office and clerical duties such as: requisitioning supplies; maintaining accurate, current files; and other duties as may be assigned. May maintain a cash drawer in accordance with assigned cash limits and policy and procedures. Balances own daily work and may assist with the daily branch balancing procedures and approval of transactions for tellers when the transaction is over the teller limit. Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required. Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own reliable mode of transportation. Must be willing to be assigned to another local branch as needed and that eligibility for a transfer after assignment is subject to Senior Management approval. Must consistently report to work on time, as scheduled. Qualifications Education Bachelor's Degree (4 years) with business related emphasis a plus. Experience Minimum of 1 year experience, 3 years preferred of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability The FSO must: Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices. Knowledge of credit union documents, reports, policies and procedures a plus. Obtain the following licenses, skills and authorities within 6 months of entering the position: Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation. Have a working knowledge of the Microsoft suite of Office products. Experience using the Symitar Data system is considered a plus. Be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own mode of transportation. Be willing to be assigned to other local branches as needed. Disclaimer Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law. Base Pay USD $21.63/Hr.
    $51k-85k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative (CSR)

    Contigo Auto Insurance Center, Inc. 4.3company rating

    Finance service representative job in Modesto, CA

    Start Your Career With Contigo - Become a CSR! At Contigo Insurance, this isn't just a customer service role - it's the beginning of a long-term career in a place where people grow, advance, and find stability. You'll join a team that believes in your potential, supports your development, and helps you build meaningful skills that can transform your future. We're looking for someone who enjoys helping others, thrives in a positive team environment, and brings warmth and professionalism to every customer interaction. Full-time: Monday to Friday: 9:00 AM - 6:00 PM Every other Saturday: 10:00 AM - 4:00 PM Days off: Sunday + 1 additional weekday What You'll Do Welcome and assist customers with kindness and professionalism Provide clear information and guidance about our services Support office operations to keep everything running smoothly Build relationships with clients through trust and great service Learn and grow through ongoing coaching and training What We're Looking For Friendly, reliable, service-oriented attitude Strong communication and people skills Desire to grow and build a long-term career Preferred: Bilingual (Spanish & English) with strong customer service skills. If you're looking for stability, growth, and a workplace that believes in you - You belong here. Apply Today!
    $33k-42k yearly est. 60d+ ago

Learn more about finance service representative jobs

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

The average finance service representative in Merced, CA earns between $27,000 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 Merced, CA

$41,000
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