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Relationship Banker - Stockton, CA
Bank of America Corporation 4.7
Finance service representative job in Stockton, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for 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.
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.
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 financialservices and knowledge of financialservices 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/loan Originator
Shift:
1st shift (United States of America)
Hours Per Week:
40
$32k-38k yearly est. 7d ago
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Part Time Associate Banker San Joaquin East (30 hours)
JPMC
Finance service representative job in Modesto, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
$52k-106k yearly est. Auto-Apply 60d+ 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 financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
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 11d ago
Associate Banker
BMO Harris Bank 4.1
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 financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
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 11d ago
New Accounts Representative- Full-Time
Oak Valley Community Bank 4.2
Finance service representative job in Stockton, CA
Join Our Team as New Accounts Representative!
Position Title: New Accounts Representative Department: Retail Banking Group Reports To: Customer Service Manager FLSA Status: Non-Exempt- Full-Time Location: Stockton, CA
Salary Range: $19.71 - $26.44 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.
Join Our Team as New Accounts Representative!
Are you ready to embark on a rewarding journey in banking? As a New Accounts Representative, you'll play a pivotal role in our branch, ensuring seamless account management and exceptional customer service.
Position Highlights:
Account Expertise: You'll handle the opening, maintenance, and closure of various account types. From savings and checking accounts to Individual Retirement Accounts (IRAs) and Certificates of Deposit (CDs), you'll be the go-to person for our customers.
Customer Relations: Building strong relationships is your forte. You'll engage with customers, explain financialservices, and guide them through the account setup process.
Sales Enthusiast: Cross-selling our bank's products and services will be second nature to you. Plus, you'll manage safe deposit boxes, ensuring our clients' valuables are secure.
Detail-Oriented: Accuracy matters. You'll meticulously record account information, address customer inquiries, and rectify any errors.
Compliance Champion: Navigating regulatory requirements is part of your skill set. You'll obtain necessary clearances and adhere to established procedures.
Essential Duties:
Disclosure Distribution: Before opening an account, you'll provide customers with all necessary disclosures.
Customer Interviews: You'll interview customers, explaining available financialservices and tailoring solutions to their needs.
Efficient Follow-Up: By tracking personal information, you'll build lasting relationships and follow up promptly.
Accurate Data Entry: Account details obtained from customers will be accurately entered into our systems.
Referrals and Clearances: When customers seek additional services, you'll refer them to the right staff and obtain necessary clearances.
Check Orders and Safe Deposit Vaults: Managing check orders and admitting customers to safe deposit vaults will be part of your routine.
Uncollected Funds: You'll place new account uncollected funds on hold and notify customers.
Teller Transactions: Fulfilling Customer ServiceRepresentative duties, including processing teller transactions, will be part of your role.
Cash Handling: Verifying signatures and ensuring authentication measures are met when cashing checks or disbursing funds.
Minimum Requirements:
Education and Relevant Experience High school diploma or GED required, with at least one year of experience in a financial institution, customer service, sales, or operations role-or an equivalent combination of education and experience.
Customer Communication and Problem‑Solving Skills Demonstrated ability to communicate effectively with customers and coworkers, both verbally and in writing, and to apply common sense and judgment when handling non‑routine situations or customer issues.
Basic Banking and Math Proficiency Working knowledge of banking operations and policies, basic math skills including the ability to calculate interest, balance accounts, and accurately count cash and negotiable instruments.
Preferred Requirements:
Experience Opening and Servicing Deposit Accounts Prior experience opening consumer deposit accounts (e.g., checking, savings, IRAs, CDs), distributing required disclosures, placing Reg CC holds, processing check orders, and completing documentation in accordance with bank policies.
Sales, Cross‑Selling, and Relationship‑Building Skills Demonstrated ability to identify customer needs, cross‑sell bank products and services, make appropriate referrals, and build long‑term customer relationships through effective follow‑up and service excellence.
Cash Handling and Teller Operations Experience Working knowledge of teller functions including processing deposits and withdrawals, cashing checks, verifying signatures and authentication, admitting customers to safe deposit vaults, and balancing cash in a high‑volume environment.
This position 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.
$19.7-26.4 hourly Auto-Apply 5d ago
Operational Branch Services Officer
Westamerica Ban 3.6
Finance service representative job in Turlock, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals:
Delivering a wide variety of financialservices with a superior customer service guarantee.
Weekly Working Hours: 40
Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products.
Essential Functions:
Customer Service
Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, it's your time, 24hrs or bust, Statement of fact, everybody makes a difference)
Adhere to QIS standards minimum 95%.
Actively contributes to team success through clear, effective communication with Co-workers.
Make outbound service or sales calls via telephone and written correspondence as directed by CSM.
Sales Support
Meets goal of $110/FTE per month on average.
Assist CSM with internal sales activity for new product and service referrals.
Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts.
Cross sell appropriate products and services to clients and prospects.
Contributes to Key Initiatives.
Decision Making and Accountability
Exercise sound judgment to protect Bank assets and control losses.
Assist CSM with Audit readiness of branch.
Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
Coach / train staff.
Meet attendance guidelines.
Respond well to constructive feedback and work to correct any noted concerns.
Support CSM with teller line coverage and schedules.
Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault.
Security
Adhere to Control Consciousness policies and procedures.
Follow branch security procedures in opening, closing, and branch operations.
Transaction Accuracy
Meet established standards for accuracy and compliance with policies and procedures.
Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits
Compliance Responsibilities
Complete regulatory tutorials to ensure understanding of compliance standards & expectations.
Answer regulatory questions correctly during Audit/Branch Review.
Promotional Guidelines:
BSO's are eligible for promotion based upon the following minimum criteria:
Must be in current position for six months.
Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria.
Must not have been on counseling for same six-month period.
Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category.
CSM may require additional training/classes based upon specific branch need.
Work Environment:
The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.
Equipment Used To Perform Functions:
10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment.
Decision Making: (Give examples of decisions and recommendations made by incumbent)
Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation.
Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction.
Supervisory Responsibility: (List number of subordinates)
Directly Supervised: -0-
Supervised by Subordinates: -0-
Financial Impact:
Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank.
Requirements
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
Good customer relations and basic math skills required.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.
MENTAL DEMANDS:
Accurately count and dispense funds to customer.
Recognize opportunities to cross-sell products.
Respond positively to challenging customers.
Maintain established service standards.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description $16.50 - $19.21
$41k-56k yearly est. 60d+ ago
Member Service Representative I - Part-Time
Central State Credit Union 3.0
Finance service representative job in Stockton, CA
Job DescriptionDescription:
Member ServiceRepresentative I **
Department: Operations
Reports to: Branch Manager
FLSA Classification: Non-exempt
Compensation: $21.00 - $26.20 per hour
** This is a floating position, must be willing to travel to all branch locations (Stockton - 2, Lodi and San Andreas) when needed and provide own transportation. Part-time hours for this position are 16 hours per week with potential for additional hours.
Job Summary:
Member ServiceRepresentative I provides a broad range of services to the credit union membership conducting financial and other services in the branch while providing excellent customer service to all members.
Supervisory Responsibilities:
None
Duties/Responsibilities:
Receiving and disbursing cash and checks, posting deposits and loan payments. Cross sell products and services; accept loan requests and refer to the appropriate personnel for additional information as needed.
Assist members with home banking, electronic statements and stop payments.
May be required to assist and perform basic research on member disputes, questions, and/or concerns by telephone, written correspondence, or in-person.
Responsible for adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA and other federal/state compliance regulations.
Gather information and report Elder Abuse and SAR (Suspicious Activity Reports) to proper departments and authorities.
Responsible for maintaining current knowledge of company policies, products, and services.
Performs other duties as assigned.
Requirements:
Required Skills/Abilities:
Excellent communication and interpersonal skills are required.
Strong attention to detail and excellent organizational skills.
Ability to work with minimal or no supervision.
Time management ability.
Strong math, communication, and keyboarding skills.
Ability to cross-sell credit union products/services.
Ability to prioritize and manage multifunctional tasks.
Ability to handle cash.
Education and Experience:
High School diploma or equivalent.
Minimum three to six months prior teller experience or equivalent is preferred.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
May require standing and walking 25% of the time, lifting up to a maximum of 50 pounds, and other physical actions that include stooping, kneeling, crouching, crawling, reaching, pulling and pushing.
May be required to work in an environment with high noise levels and unpredictable temperature and ventilation.
The above information on this position has been designed to indicate the general nature and level of work to be performed by employees designated for this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications, or physical requirements.
Central State Credit Union is an equal opportunity employer.
$21-26.2 hourly 22d ago
Part Time Associate Banker East Bay Valley East (30 Hours)
Jpmorgan Chase & Co 4.8
Finance service representative job in Pleasanton, CA
JobID: 210628976 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Pleasanton,CA $25.00-$30.48 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
$27k-50k yearly est. Auto-Apply 4d ago
Private Banking Representative
Global 4.1
Finance service representative job in Livermore, CA
About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement.
Position Overview
The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts.
Roles and Responsibilities
The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service.
Key Responsibilities:
Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards
Assist clients with new products and services
Open new accounts and recommend appropriate deposit account types
Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support
Research and respond to internal and external inquiries
Process a variety of client transactions, including deposits, transfers, and wire transfers
Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc.
Handle verification of deposit and credit rating requests
Manage client supply orders (checks, deposit slips, endorsement stamps, etc.)
Cross-sell additional banking products and services based on client needs
Complete assigned daily and monthly tasks
Participate in and help coordinate department meetings
Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols)
Support associates with the setup of additional products and services
Perform account maintenance, including client contact and follow-up
Prepare and process account change requests
Maintain accurate and up-to-date client records in both electronic systems and physical files
Complete department supply orders as needed
Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS)
Travel to client sites as needed for account setup, transactions, or maintenance
Assist with client and bank-sponsored events as required
Escalate client concerns appropriately and in a timely manner
Minimum Qualifications:
1-3 years of banking experience; management experience preferred
Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers
Ability to recommend and open various types of deposit accounts
Proficient in Microsoft Office and comfortable in a Windows-based environment
Excellent verbal and written communication skills
Strong professional demeanor with the ability to communicate clearly and effectively
Highly motivated, disciplined, and self-driven
Demonstrated experience providing high-level service to clients, including high-net-worth individuals
Problem-solving skills and a customer-focused mindset
Ability to obtain signing authority
Knowledge of regulatory and audit requirements
High school diploma, GED, or equivalent required
$36k-44k yearly est. Auto-Apply 60d+ ago
Private Banking Representative
Ltd. Global
Finance service representative job in Livermore, CA
Job DescriptionAbout the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement.
Position Overview
The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts.
Roles and Responsibilities
The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service.
Key Responsibilities:
Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards
Assist clients with new products and services
Open new accounts and recommend appropriate deposit account types
Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support
Research and respond to internal and external inquiries
Process a variety of client transactions, including deposits, transfers, and wire transfers
Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc.
Handle verification of deposit and credit rating requests
Manage client supply orders (checks, deposit slips, endorsement stamps, etc.)
Cross-sell additional banking products and services based on client needs
Complete assigned daily and monthly tasks
Participate in and help coordinate department meetings
Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols)
Support associates with the setup of additional products and services
Perform account maintenance, including client contact and follow-up
Prepare and process account change requests
Maintain accurate and up-to-date client records in both electronic systems and physical files
Complete department supply orders as needed
Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS)
Travel to client sites as needed for account setup, transactions, or maintenance
Assist with client and bank-sponsored events as required
Escalate client concerns appropriately and in a timely manner
Minimum Qualifications:
1-3 years of banking experience; management experience preferred
Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers
Ability to recommend and open various types of deposit accounts
Proficient in Microsoft Office and comfortable in a Windows-based environment
Excellent verbal and written communication skills
Strong professional demeanor with the ability to communicate clearly and effectively
Highly motivated, disciplined, and self-driven
Demonstrated experience providing high-level service to clients, including high-net-worth individuals
Problem-solving skills and a customer-focused mindset
Ability to obtain signing authority
Knowledge of regulatory and audit requirements
High school diploma, GED, or equivalent required
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$33k-41k yearly est. 21d ago
Member Experience Representative (Floating)
Valley Strong Credit Union
Finance service representative job in Stockton, CA
Our Core Values
The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper.
1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.
2. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible.
3. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity.
4. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right.
Position Summary
Department
Retail Branches
Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.”
Essential Duties
Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer.
Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns.
Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions.
Maintains responsibility for all cash controls and follows proper balancing procedures.
Identifies Members' needs, cross-sells and refers Members to appropriate business partners.
Recommends alternative channels such as online, mobile, and digital solutions.
Identifies and reports fraudulent activity to prevent potential loss to credit union.
Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
Checks acceptance approval within assigned limits.
Ensures confidentiality of all Member and credit union information.
Efficiently and accurately processes all Member transactions on multiple systems.
Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance.
Understands the role in sales growth and meets branch-assigned and individual goals.
This position may be required to travel to alternate work location based on business needs.
Performs other duties as assigned.
Supervisory Responsibilities
Supervisory Responsibilities
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education
Min/Preferred
Education Level
Description
Minimum
High School or GED
related experience and/or training; or equivalent combination of education and experience.
Experience
Minimum Years of Experience
Comments
Language Skills
Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form.
Physical Demands
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other Skills and Abilities
Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner.
Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
$33k-46k yearly est. Auto-Apply 16d ago
Banker Position (Floater)
Poppy Bank 4.1
Finance service representative job in Pleasanton, CA
Depending on experience, you could be the next Client ServiceRepresentative II, III, or Senior level Client ServiceRepresentative. This position will provide support to the following branches: Pleasanton, Rossmoor, Walnut Creek and Danville. Please see below for more details and we look forward to connecting with you! Apply today!
Summary: Senior New Accounts/CSR III (Floater):
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financialservices; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Will be required to travel Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financialservices; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR II (Floater): The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financialservices; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications: Senior New Accounts/CSR III (Floater):
A minimum of three years banking teller experience is required
Advanced experience with opening consumer accounts and complex business accounts is required
Prior supervisory experience is preferred
Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
Possesses strong knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR III (Floater):
A minimum of 2 years banking teller experience is required
Experience with opening consumer accounts and basic business accounts is required
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Possesses working knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR II (Floater):
A minimum of one year of banking teller experience is required
Beginner experience with opening consumer accounts is required
Beginner experience opening basic business accounts is preferred
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Essential Duties: Senior New Accounts/CSR III (Floater):
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
In conjunction with the Manager, makes monthly business development calls as assigned
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Other duties as assigned
Essential Duties: New Accounts/CSR III (Floater):
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Other duties as assigned
Essential Duties: New Accounts/CSR II (Floater):
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Open and support consumer and business checking, savings, CDs & IRAs
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Other duties as assigned
Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III (Floater): None
Back Up Supervisory Responsibilities: Senior New Accounts/CSR III (Floater):
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Handles difficult client situations in the absence of the Branch Manager or his/her backup
Physical/Mental Demands & Work Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level.
Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
CA Privacy Notice to Applicants/Employees
Salary Description $20.00-$31.90/hour DOE
$20-31.9 hourly 20d ago
Sheriff's Animal Services Officer I
Sjgov
Finance service representative job in Stockton, CA
Introduction This recruitment is being conducted to fill 1 vacancy in the San Joaquin County Sheriff's Office and to establish an eligible list which may be used to fill future vacancies. Please note the following Special Requirements:
Must be immunized against rabies upon employment and maintain immunity for duration of employment.
Must successfully complete a regular course in powers of arrest and use of firearms (PC 832) approved by the Commission on Peace Officer Standards and Training prior to completion of probation. Must demonstrate proficiency in use of firearms, tranquilizing equipment, euthanasia equipment, and complete an internal training program prior to completion of probation.
Resumes will not be accepted in lieu of an application. A completed application must be postmarked or received online by the final filing deadline.
NOTE: All correspondences relating to this recruitment will be delivered via e-mail. The e-mail account used will be the one provided on your employment application during time of submittal. Please be sure to check your e-mail often for updates. If you do not have an e-mail account on file, Human Resources will send you correspondences via US Mail.
Animal Services Officer 0126 TYPICAL DUTIES
Drives a dispatched vehicle equipped with a Mobile Dispatched Computer (MDC) to patrol assigned areas and enforce animal services ordinances and laws; responds to calls and investigates and evaluates complaints concerning vicious, diseased, trapped, injured, abused, or stray animals.
Locates, apprehends and impounds stray, sick, abandoned, diseased and dangerous dogs, small animals, poultry, livestock and large animals; investigates cases of livestock depredation and captures or destroys marauding wildlife.
Learns to use specialized equipment and techniques to handle down, injured, or sick large animals.
Develops and maintains positive relations with the public to resolve issues, gain compliance, and build trust; explains and enforces state and local laws and ordinances relating to the care, treatment, quarantine or impounding of animals; issues warning notices and citations for violations of laws and ordinances regulating licensing and control of dogs.
Operates a shotgun, dart projector, syringe pole, trap, net, taser or other issued equipment to capture or destroy animals for humane reasons; performs animal euthanasia by injection or gunshot for humane reasons; locates and removes dead animals of all sizes when owner is not known.
Ensures that dogs have been properly licensed and vaccinated by checking license tags and owner's verification; issues licenses and deposits funds; conducts residential canvasses for unlicensed dogs and does follow up work on delinquent licenses.
Investigates cases of animal bites or possible rabies exposure; quarantines animals; transports potentially infected dead animals to lab for examination; enforces rabies control measures.
Learns skills needed to investigate animal-related crimes, including interviewing victims, witnesses, and subjects; collecting and booking of evidence; writing and executing warrants; utilizing specialized investigative techniques; may make arrests related to violation of certain animal laws; preparing criminal cases for desired prosecution.
Works with other agencies, such as the Department of Fish and Game, Highway Patrol, and other local law enforcement agencies, enforcing state and local animal control laws and regulations.
May testify at hearings and in trials; may represent the Sheriff's Department at educational venues and public/private events.
Prepares various forms as a record of daily activities; prepares detailed written reports of activities and investigations; cleans and inspects equipment; may perform support office functions as needed.
Attends and completes related trainings as required.
MINIMUM QUALIFICATIONS
KNOWLEDGE Principles and practices of humane apprehension and care of animals; principles and practices of customer service and public relations; physical and behavioral characteristics of common breeds of domestic animals; safe work practices. ABILITY Interpret and apply laws and regulations; learn and apply applicable laws and ordinances; evaluate and establish priorities; learn specialized techniques and equipment used to capture and dispose of a variety of animals; learn crime scene preservation and evidence handling techniques; maintain records and prepare reports; learn investigative principles and techniques; follow oral and written procedures and directions; establish and maintain effective working relationships with others, even in difficult situations; communicate effectively with others; write clearly and legibly. PHYSICAL/MENTAL REQUIREMENTS Mobility - frequent walking on uneven terrain, regular standing, running, chasing, bending and squatting; sitting for long periods; occasional pushing, pulling, climbing; Dexterity - sufficient to operate firearms; handle individual papers; write and take notes; Lifting/Pushing/Pulling - frequently lifting of 25-75 pounds; occasional lifting of more than 75 pounds; Visual Requirements - ability to read files and documents and use computer screens; constant good overall vision and reading/close-up work; frequent color perception and use of eye/hand coordination; occasional use of depth perception and peripheral vision; occasional aiming firearm; Hearing/Talking - frequent hearing of normal speech, hearing/talking on the telephone and radio, talking in person; Emotional/Psychological - frequent public contact and decision making, Special Requirements - Requires ability to drive county vehicles including specialized trucks; requires working on call, weekends, nights, and/or occasional overtime; Environmental - regular exposure to varied weather conditions. BENEFITS
Employees hired into this classification are members of a bargaining unit which is represented by SEIU Local 1021.
Health Insurance: San Joaquin County provides employees with a choice of three health plans: a Kaiser Plan, a Select Plan, and a Premier Plan. Employees pay a portion of the cost of the premium. Dependent coverage is also available.
Dental Insurance: The County provides employees with a choice of two dental plans: Delta Dental and United Health Care-Select Managed Care Direct Compensation Plan. There is no cost for employee only coverage in either plan; dependent coverage is available at the employee's expense.
Vision Insurance: The County provides vision coverage through Vision Service Plan (VSP). There is no cost for employee only coverage; dependent coverage is available at the employee's expense.
For more detailed information on the County's benefits program, visit our website at ************* under Human Resources/Employee Benefits.
Life Insurance: The County provides eligible employees with life insurance coverage as follows:
1 but less than 3 years of continuous service: $1,000
3 but less than 5 years of continuous service: $3,000
5 but less than 10 years of continuous service: $5,000
10 years of continuous service or more: $10,000
Employee may purchase additional term life insurance at the group rate.
125 Flexible Benefits Plan: This is a voluntary program that allows employees to use pre-tax dollars to pay for health-related expenses that are not paid by a medical, dental or vision plan (Health Flexible Spending Account $2550 annual limit with a $500 carry over); and dependent care costs (Dependent Care Assistance Plan $5000 annual limit).
Retirement Plan: Employees of the County are covered by the County Retirement Law of 1937. Please visit the San Joaquin County Employees' Retirement Association (SJCERA) at ************** for more information. NOTE: If you are receiving a retirement allowance from another California county covered by the County Employees' Retirement Act of 1937 or from any governmental agency covered by the California Public Employees' Retirement System (PERS), you are advised to contact the Retirement Officer of the Retirement Plan from which you retired to determine what effect employment in San Joaquin County would have on your retirement allowance.
Deferred Compensation: The County maintains a deferred compensation plan under Section 457 of the IRS code. You may annually contribute $18,000 or 100% of your includible compensation, whichever is less. Individuals age 50 or older may contribute to their plan, up to $24,000. The Roth IRA (after tax) is also now available.
Vacation: Maximum earned vacation is 10 days each year up to 3 years; 15 days after 3 years; 20 days after 10 years; and 23 days after 20 years.
Holidays: Effective July 1, 2017, all civil service status employees earn 14 paid holidays each year. Please see the appopriate MOU for details regarding holidays, accruals, use, and cashability of accrued time.
Sick Leave: 12 working days of sick leave annually with unlimited accumulation.
Sick leave incentive
: An employee is eligible to receive eight hours administrative leave if the leave balance equals at least one- half of the cumulative amount that the employee is eligible to accrue. The employee must also be on payroll during the entire calendar year.
Bereavement Leave: 3 days of paid leave for the death of an immediate family member, 2 additional days of accrued leave for death of employee's spouse, domestic partner, parent or child.
Merit Salary Increase: New employees will receive the starting salary, which is the first step of the salary range. After employees serve 52 weeks (2080 hours) on each step of the range, they are eligible for a merit increase to the next step.
Job Sharing: Employees may agree to job-share a position, subject to approval by a Department Head and the Director of Human Resources.
Educational Reimbursement Program: Eligible employees may be reimbursed for career-related course work up to a maximum of $850 per fiscal year. Eligible employees enrolled in an approved four (4) year College or University academic program may be reimbursed up to $800 per semester for a maximum of $1600 per fiscal year.
Parking Supplemental Downtown Stockton: The County contributes up to $17 per pay period for employees who pay for parking and are assigned to work in the Downtown Core Area.
School Activities: Employees may take up to 40 hours per year, but not more than eight (8) hours per month, to participate in their children's school activities.
Selection Procedures
Applicants who meet the minimum qualifications will go through the following examination process:
Written Exam: The civil service written exam is a multiple choice format. If the written exam is administered alone, it will be 100% of the overall score. Candidates must achieve a minimum rating of 70% in order to be placed on the eligible list.
Oral Exam: The oral exam is a structured interview process that will assess the candidate's education, training, and experience and may include a practical exercise. The oral exam selection process is not a hiring interview. A panel of up to four people will determine the candidate's score and rank for placement on the eligible list. Top candidates from the eligible list are referred for hiring interviews. If the oral exam is administered alone, it will be 100% of the overall score. Candidates must achieve a minimum rating of 70% in order to be placed on the eligible list.
Written & Oral Exam: If both a written exam and an oral exam is administered, the written exam is weighted at 60% and the oral exam is weighted at 40% unless otherwise indicated on the announcement. Candidates must achieve a minimum rating of 70% on each examination in order to be placed on the eligible list.
Rate-out: A rate-out is an examination that involves a paper rating of the candidate's application using the following criteria: education, training, and experience. Candidates will not be scheduled for the rate-out process.
Note: The rating of 70 referred to may be the same or other than an arithmetic 70% of the total possible points.
Online Written Exams: Written exams may be administered online. Candidates will be notified of the examination date and will be responsible to complete the written exam within a given period of time (typically within five calendar days). Candidates are required to read the Online Exam Guide for Test Takers prior to taking an online written exam.
The link to the guide is here: Online Exam Guide For Test Takers PLEASE NOTE:
Online exams must be completed in one sitting and can only be taken once
Candidates will have access to an online exam within the allotted time only
A steady internet connection is highly recommended
The allotted time will still continue if a candidate closes the window or gets disconnected
Once the allotted time expires, access to the exam will be unavailable
Microsoft is no longer supporting Internet Explorer. Therefore, it is recommended that candidates do not use Internet Explorer to complete online written exams.
Candidates that do not have access to a computer can contact the Human Resources office at ************* for information on accommodations.
Testing Accommodation: Candidates who require testing accommodation under the Americans with Disabilities Act (ADA) must call Human Resources Division at ************** prior to the examination date.
Veteran's Points: Eligible veterans, unmarried widows and widowers of veterans of the United States Armed Forces who have been honorably discharged and who have served during wartime shall be given veteran's points in initial appointment to County service. Eligible veterans receive 5 points and eligible disabled veterans receive 10 points. Disabled veterans must submit a recent award letter stating a 10% service connected disability issued by the United States Veterans Administration. Note: A copy of your DD214 showing the discharge type must be received in the Human Resources by the date of the examination.
Acceptable wartime service dates:
September 16, 1940 to December 31, 1946
June 27, 1950 to January 31, 1955
August 5, 1964 to May 7, 1975
Persian Gulf War, August 2, 1990, through a date to be set by law or Presidential Proclamation.
Eligible Lists: Candidates who pass the examination will be placed on an eligible list for that classification. Eligible lists are effective for nine months, but may be extended by the Human Resources Director for a period which shall not exceed a total of three years from the date established.
Certification/Referral: Names from the eligible list will be referred to the hiring department by the following methods.
Rule of the Rank: The top rank or ranks of eligibles will be referred for hiring interviews. The minimum number of names to be referred will be equal to the number of positions plus nine, or 10% of the eligible list, whichever is higher. When filling nine or more positions in a department at the same time, the top rank or ranks will be referred and the minimum number of names shall be two times the number of positions to be filled or 10% of the eligible list, whichever is higher. This applies only to open competitive recruitments.
Rule of Five: The top five names will be referred for hiring interviews. This applies only to department or countywide promotional examination.
Physical Exam: Some classifications require physical examinations. Final appointment cannot be made until the eligible has passed the physical examination. The County pays for physical examinations administered in its medical facilities.
Pre-Employment Drug Screening Exam: Some classifications require a new employee successfully pass a pre-employment drug screen as a condition of employment. Final appointment cannot be made until the eligible has passed the drug screen. The County pays for the initial drug screen.
Employment of Relatives: Applicants who are relatives of employees in a department within the 3rd degree of relationship, (parent, child, grand parent, grand child or sibling) either by blood or marriage, may not be appointed, promoted, transferred into or within the department when;
They are related to the Appointing Authority or
The employment would result in one of them supervising the work of the other.
Department Head may establish additional limitations on the hiring of relatives by departmental rule.
Proof of Eligibility: If you are offered a job you will be required to provide proof of U.S. citizenship or other documents that establish your eligibility to be employed in the U.S.
HOW TO APPLY
Apply Online:
*************/department/hr
By mail or in person:
San Joaquin County Human Resources
44 N. San Joaquin Street Suite 330
Stockton, CA 95202
Office hours:
Monday - Friday 8:00 am to 5:00 pm; excluding holidays.
Phone: **************
Job Line:
For current employment opportunities please call our 24-hour job line at **************.
When a final filing date is indicated, applications must be filed with the Human Resources Division before 5:00 p.m. or postmarked by the final filing date. Resumes will not be accepted in lieu of an application. Applications sent through county inter-office mail, which are not received by the final filing date, will not be accepted. (The County assumes no responsibility for mailed applications which are not received by the Human Resources Division).
San Joaquin County Substance Abuse Policy: San Joaquin County has adopted a Substance Abuse Policy in compliance with the Federal Drug Free Workplace Act of 1988. This policy is enforced by all San Joaquin County Departments and applies to all San Joaquin County employees.
Equal Opportunity Employer: San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to *************/department/hr/eeo.
$18k yearly 17d ago
Relationship Banker - Manteca Area
Bank of America 4.7
Finance service representative job in Manteca, CA
Manteca, 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.
****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.****
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for 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 financialservices and knowledge of financialservices 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
+ Language Spanish preferred
**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. 5d 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
Associate Banker
Bank of Montreal
Finance service representative job in Ceres, CA
Application Deadline:
02/27/2026
Address:
2501 E. Whitmore Ave.
Job Family Group:
Retail Banking Sales & Service
This is a part-time 36 hours a week position.
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 financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 31d ago
New Accounts Representative- Full-Time
Oak Valley Community Bank 4.2
Finance service representative job in Patterson, CA
Join Our Team as New Accounts Representative!
Position Title: New Accounts Representative Department: Retail Banking Group Reports To: Customer Service Manager FLSA Status: Non-Exempt- Full-Time Location: Patterson, CA
Salary Range: $19.71 - $26.44 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.
Join Our Team as New Accounts Representative!
Are you ready to embark on a rewarding journey in banking? As a New Accounts Representative, you'll play a pivotal role in our branch, ensuring seamless account management and exceptional customer service.
Position Highlights:
Account Expertise: You'll handle the opening, maintenance, and closure of various account types. From savings and checking accounts to Individual Retirement Accounts (IRAs) and Certificates of Deposit (CDs), you'll be the go-to person for our customers.
Customer Relations: Building strong relationships is your forte. You'll engage with customers, explain financialservices, and guide them through the account setup process.
Sales Enthusiast: Cross-selling our bank's products and services will be second nature to you. Plus, you'll manage safe deposit boxes, ensuring our clients' valuables are secure.
Detail-Oriented: Accuracy matters. You'll meticulously record account information, address customer inquiries, and rectify any errors.
Compliance Champion: Navigating regulatory requirements is part of your skill set. You'll obtain necessary clearances and adhere to established procedures.
Essential Duties:
Disclosure Distribution: Before opening an account, you'll provide customers with all necessary disclosures.
Customer Interviews: You'll interview customers, explaining available financialservices and tailoring solutions to their needs.
Efficient Follow-Up: By tracking personal information, you'll build lasting relationships and follow up promptly.
Accurate Data Entry: Account details obtained from customers will be accurately entered into our systems.
Referrals and Clearances: When customers seek additional services, you'll refer them to the right staff and obtain necessary clearances.
Check Orders and Safe Deposit Vaults: Managing check orders and admitting customers to safe deposit vaults will be part of your routine.
Uncollected Funds: You'll place new account uncollected funds on hold and notify customers.
Teller Transactions: Fulfilling Customer ServiceRepresentative duties, including processing teller transactions, will be part of your role.
Cash Handling: Verifying signatures and ensuring authentication measures are met when cashing checks or disbursing funds.
Minimum Requirements:
Education and Relevant Experience High school diploma or GED required, with at least one year of experience in a financial institution, customer service, sales, or operations role-or an equivalent combination of education and experience.
Customer Communication and Problem‑Solving Skills Demonstrated ability to communicate effectively with customers and coworkers, both verbally and in writing, and to apply common sense and judgment when handling non‑routine situations or customer issues.
Basic Banking and Math Proficiency Working knowledge of banking operations and policies, basic math skills including the ability to calculate interest, balance accounts, and accurately count cash and negotiable instruments.
Preferred Requirements:
Experience Opening and Servicing Deposit Accounts Prior experience opening consumer deposit accounts (e.g., checking, savings, IRAs, CDs), distributing required disclosures, placing Reg CC holds, processing check orders, and completing documentation in accordance with bank policies.
Sales, Cross‑Selling, and Relationship‑Building Skills Demonstrated ability to identify customer needs, cross‑sell bank products and services, make appropriate referrals, and build long‑term customer relationships through effective follow‑up and service excellence.
Cash Handling and Teller Operations Experience Working knowledge of teller functions including processing deposits and withdrawals, cashing checks, verifying signatures and authentication, admitting customers to safe deposit vaults, and balancing cash in a high‑volume environment.
This position 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.
$19.7-26.4 hourly Auto-Apply 9d ago
Part Time Associate Banker San Joaquin - Brentwood, Antioch Area (30 hours)
Jpmorgan Chase 4.8
Finance service representative job in Oakley, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Oakley,CA $22.50 - $27.60 / hour; Antioch,CA $22.50 - $27.60 / hour; Brentwood,CA $22.50 - $27.60 / hour; Bay Point,CA $22.50 - $27.60 / hour
$22.5-27.6 hourly 60d+ ago
Associate Banker
BMO Harris Bank 4.1
Finance service representative job in Stockton, CA
Application Deadline:
02/15/2026
Address:
540 N. El Dorado St.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
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 financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
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 6d ago
Relationship Banker - Lodi area
Bank of America 4.7
Finance service representative job in Lodi, CA
Lodi, California;Sacramento, California
**To proceed with your application, you must be at least 18 years of age.**
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**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!
**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.
****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.****
**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 financialservices and knowledge of financialservices 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/loan Originator_
**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. 8d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Modesto, CA?
The average finance service representative in Modesto, 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 Modesto, CA