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Finance service representative jobs in Palm Desert, CA - 194 jobs

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  • Service Representative- Ambulatory Service

    KP Industries, Inc. 3.7company rating

    Finance service representative job in Palm Desert, CA

    Acts as first point of contact for Kaiser Permanente members/patients and assists members/patients through registration process under minimal direct supervision. Practices proper cash handling and reconciliation processes in accordance with established policies and guidelines. Member and patient needs should be the primary focus of ones actions; develops and sustains productive member/patient relationships. Actively seeks information to understand member/patient circumstances, problems, expectations, and needs. Establishes and builds rapport and cooperative relationships with the public/members/ staff. Responds quickly to meet member/patient needs and resolve problems using good judgment. Functionality may differ based upon operational setting. Essential Responsibilities: Upholds Kaiser Permanentes Policies and Procedures, Principles of Responsibilities and applicable state, federal and local laws. Customer Service (Greeting, navigating, instructing/educating) Greets members/patients and provides reception services, to include directing and assisting members in navigating through the medical center. Provides wayfinding to appropriate care locations/departments as availability allows. Provides direction and instructional guidance to patients who are unable to perform check-in services independently via KP interactive and emerging technologies. Provides coordination of services to address member needs related to benefits, finance and other member services utilizing available technology. Provides reception for designated area(s); verifies patients visit with pre- established appointment scheduling; registers patients; verifies and selects appropriate insurance coverage including confirmation of alternate insurance, and assists members at designated KP interactive and emerging technologies and on all Kaiser Permanente sponsored electronic devices and technologies. Provides patient information to family members, following established patient confidentiality guidelines. Provides patients with assistance and education with regard to the use of KP interactive and emerging technologies. Demonstrates flexibility when addressing various member issues and needs related to operations and member services. Follows KP Service Standards. General Job Functions: Schedules member and non-member appointments and follow-ups, by telephone, mail, electronically or in person utilizing Kaiser Permanentes computer systems as directed by provider or pre-established protocol. Ensures current schedules are accurate, makes authorized changes as appropriate. Verifies members benefits, notifies member of applicable cost share and updates patients demographics information to include all patient registration and billing information. Escalate any issues as appropriate. Directs patients to waiting areas. Obtains relevant information to determine priority appointment time/date, confirms appointment changes due to cancellations and notifies patients of available alternate times, schedules/registers for follow up appointments, tests and procedures. Answers calls and relays messages to staff. Distributes questionnaires, various medical/authorization/insurance forms, patient communication materials, and completes statistical reports as requested. Provides patient instructions as appropriate. Performs related clerical duties as required, such as direct booking, copying, etc. Performs related clerical duties in support of Clinic Strategic Goals and Proactive Office Encounters. Provides telephone reception for designated area by screening and referring incoming calls to appropriate staff; takes and relays messages; gives out general or procedural information. May assist in orienting new employees. Maintains courteous relations with patients and staff. Follows Labor Management Principals. May perform other duties as required. Cash Handling Follows Kaiser Permanente cash safeguarding and cash handling policies and procedures. Determines and collects appropriate payments for services and products (where applicable) rendered as required per health plan coverage and the established fee schedule; informs member of account balance information; collects and documents in the computer system receipt of a variety of financial and non-financial forms and reviews with members as appropriate; directs patients to waiting areas. Carries out appropriate cash control procedures of balancing total revenue received with computer system cash drawer to ensure accuracy; completes closing process in the computer system and deposits daily revenue securely in safe. Additional duties for Service Representatives in Optical Services to include: Coordinates eyewear for delivery to patient. Communicates with the Optical Lab, Contact Lens Distribution Center, and other Optical Centers to manage eyewear order logistics. Assists with inventory control procedures. Additional duties for Service Representative in Laboratory to include: Explains proper specimen collection to members, rejects unsatisfactory specimens. Assures all pertinent information is entered into system during accessioning. Updates and maintains all necessary logs. Accessions laboratory requests in Health Connect/Laboratory Information System. Maintains all printers - sorts and distributes results from printer processing. Performs pre-analytical phase testing by centrifuging, separating, bar coding and transporting specimens.Qualifications Basic Qualifications:ExperienceMust successfully pass basic computer literacy test and demonstrate key boarding proficiency.Must successfully pass cash handling skills test.Must pass Customer Service Assessment test (Clerical w/ Customer Service Assessment). Score must be current (within the last year). Please contact local HR to make arrangements.EducationHigh School Diploma or GED required.License, Certification, RegistrationN/AAdditional Requirements:Experience in using multi-line telephones Recent experience in customer service (within the last 3 years) Must be able to work in a fast paced environment and meet established department performance standards and guidelines.Cash handling or equivalent experience (Experience in any job that handles money or credit/debit cards.) Effective written and oral communication skills Preferred Qualifications:Experience in medical office background, cashiering and or equivalent experience and medical terminology Knowledge of Kaiser Permanentes computer systems Demonstrates ability to deal with internal and external customers Ability to prioritize and multi task.For Optical Department - recent front-line service industry experience preferred Notes:• Schedule to include all shifts, rotating weekends, holidays, and floating within the established seniority section.
    $31k-42k yearly est. Auto-Apply 2d ago
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  • Service BDC Associate - Bilingual (Spanish / English)

    Toyota of Hemet 4.3company rating

    Finance service representative job in Hemet, CA

    Job DescriptionDescription: We are seeking a professional and customer-focused Business Development Center (BDC) Associate to support our Service Department. This role is responsible for managing inbound and outbound customer communications, scheduling service appointments, and providing a high level of customer care. Bilingual Spanish/English communication skills are required for this position due to regular interaction with Spanish-speaking customers as part of the essential job duties. Essential Job Functions Answer inbound phone calls, texts, emails, and online service inquiries in a timely and professional manner Communicate effectively with customers in English and Spanish regarding service appointments and general service information Schedule, confirm, and reschedule service appointments using CRM and DMS systems Perform outbound follow-up communications including appointment reminders, missed appointment follow-ups, and service campaigns Accurately document all customer interactions and maintain detailed records Meet or exceed established activity, appointment, and show-rate performance goals Coordinate with Service Advisors and Management to ensure efficient workflow Deliver an exceptional customer experience consistent with company standards Requirements: Required Qualifications Ability to communicate professionally in both English and Spanish, as required for customer-facing responsibilities Prior customer service, call center, BDC, or automotive dealership experience preferred Strong verbal and written communication skills Ability to manage high call volume in a fast-paced environment Basic computer proficiency, including CRM, DMS, email, and texting platforms Strong organizational skills and attention to detail Reliable attendance and punctuality
    $36k-49k yearly est. 14d ago
  • Customer Service Rep(08695) - 82-900 Avenue 42, Suite F101

    Domino's Franchise

    Finance service representative job in Indio, CA

    Job Description JOB DUTIES: Operate all equipment, Stock ingredients from delivery area storage, work area, walk-in cooler. Prepare product. Receive and process telephone orders. Take inventory and complete associated paperwork. Clean equipment and facility approximately daily. TRAINING: Orientation and training provided on the job. COMMUNICATION SKILLS: Ability to comprehend and give correct written instructions. Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person.. ESSENTIAL FUNCTIONS/SKILLS: Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator). Must be able to make correct monetary change. Verbal, writing, and telephone skills to take and process orders. Motor coordination between wywe and hands/fingers to rapidly and accurately make precise movements with speed. Ability to enter orders using a computer keyboard or touch screen. . CLI. MACHINE.
    $31k-41k yearly est. 3d ago
  • Part Time (30 Hours) Associate Banker, Diamond Valley Branch, Hemet, CA Bilingual Spanish Required

    JPMC

    Finance service representative job in Hemet, CA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Reading and speaking in both English and Spanish fluently is required for this role Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $52k-103k yearly est. Auto-Apply 60d+ ago
  • CSR

    Cool Air Solutions Services LLC

    Finance service representative job in Murrieta, CA

    Job Description About the Role: As a Customer Service Representative, you will be the face and voice of our company, providing outstanding customer service and ensuring a positive experience for our residential clients. You will play a critical role in managing customer inquiries, scheduling service appointments, and providing support to our technicians and service teams. About Us: Founded in 2006, Cool Air Solutions is a family-owned HVAC and plumbing company based in Murrieta, CA. We specialize in delivering total indoor comfort to residential and commercial clients across Riverside, Orange, and San Diego Counties. We are committed to providing top-tier service with a focus on energy efficiency and customer satisfaction. We pride ourselves on our old-school work ethic, clear communication, and dedication to exceeding customer expectations. Shift needed: Full-time, weekday hours: 10am-7pm, weekend hours: 8am-5pm - Rotating on-call weekend coverage expected - Potential Earnings: $19-$25/hr with commissions and incentives Key Responsibilities: Answer incoming customer calls and inquiries in a friendly, professional, and timely manner, providing exceptional customer service at all times. Listen attentively to customer concerns, questions, and service requests, demonstrating empathy and a strong desire to resolve issues promptly. Schedule service and new sales appointments with the goal of keeping the call board full for technicians and Comfort Advisors. May also dispatch technicians based on availability and customer preferences with the goal of prioritizing high value opportunities and efficient technician routing. Provide accurate and detailed information to customers regarding service offerings, pricing, appointment details, and any additional inquiries. Maintain accurate and organized customer records, documenting interactions, service requests, and any special instructions. Assist customers with troubleshooting minor issues over the phone, providing guidance and support after dispatching a technician if necessary. Collaborate closely with service technicians, providing them with necessary job details, customer information, and any updates or changes. Follow up with customers after service appointments to ensure satisfaction, address any further concerns, and obtain feedback. Handle customer complaints or escalations with professionalism and a commitment to finding effective resolutions. Stay updated on company services, policies, and procedures to provide accurate information and address customer inquiries effectively. Assist in administrative tasks such as data entry, invoicing, and generating service reports as required. Collaborate with other team members and departments to ensure seamless service delivery and a positive customer experience. Qualifications: Previous experience in customer service, preferably in a service-oriented industry. Excellent communication skills, both verbal and written, with a friendly and professional demeanor. Strong problem-solving skills and the ability to think quickly on your feet. Outstanding organizational and multitasking abilities to handle a high volume of customer inquiries and service requests. Proficient computer skills, including experience with customer service software, CRM systems, and Microsoft Office Suite. Familiarity with HVAC, plumbing, or electrical terminology and concepts is an asset. Ability to remain calm and composed in high-pressure situations, demonstrating empathy and effective conflict resolution skills. Positive attitude, strong work ethic, and a genuine passion for delivering exceptional customer service. Ability to work collaboratively within a team environment, supporting a positive and supportive work culture. High school diploma or equivalent. Why You'll Want to Work Here: Core values that we live every day - not just words on a page: We Win Together, Today Not Tomorrow, Performance Not Politics Performance Pay directly tied to results - Get what you deserve Benefits you will use - Full medical, dental, and vision packages including fully employer paid options Secure your financial future - 401(k) with company match Speed and scale - Work with a company that operates at the speed of a start up with the investment backing of institutional investors We invest in your future - leadership training that directly results into bigger career opportunities Learn on the job - continuous education stipends available Legacy Service Partners (LSP) is a leading platform of residential HVAC, plumbing, and electrical service providers across the United States. Since our inception in 2021, LSP has partnered with 30+ leading local brands across 16 states, and we are rapidly expanding our footprint. We exist to serve our Partners and fuel their success. Our role is to create unmatched growth opportunities for our brands so they can better serve their employees, their customers, and their communities. We do this by providing a wide range of world-class resources to support and enhance our local management teams. LSP is guided by three core values - winning together, performance over politics, and today not tomorrow. LSP is backed by Gridiron Capital, a private equity firm specializing in middle market facilities services companies. Legacy Service Partners is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
    $19-25 hourly 21d ago
  • Branch Relationship Banker - Palm Desert, CA

    California Bank & Trust 4.4company rating

    Finance service representative job in Palm Desert, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Palm Paseo, Palm Desert CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: * Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. * Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. * Responsible for making appropriate referrals for other bank products and services, including commercial lending products. * Follows up with clients as needed. * May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. * Responsible to resolve customer service issues. * Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. * May be responsible for processing cash transactions and other customer service duties within the branch. * Other duties as assigned. Qualifications: * High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Previous experience in a financial sales representative-oriented role preferred. * Working knowledge of mathematical calculations and standard banking products, services and transactions. * Solid knowledge of all retail products and services. * Basic knowledge of consumer lending applications. * Proven customer service, interpersonal and communication skills, both verbal and written. * Effective selling, cross-selling and referral skills. * Solid mathematical, problem-solving and negotiation skills. * Solid interpersonal & relationship building skills. * Strong attention to detail and time management. * Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
    $22-28 hourly 11d ago
  • Customer Service Representative Nights and Weekend

    Planet Fitness-PF Baseline Fitness

    Finance service representative job in Cathedral City, CA

    Job DescriptionBenefits: 401(k) Flexible schedule Opportunity for advancement Training & development Job Title: Customer Service Representative Reports to: Club Manager Status: Full Time/Part Time/Non-Supervisor/Non-Exempt Job Summary Responsible for new member sales and creating a positive member experience by providing a superior level of customer service to members, prospective members, and guests. Essential Duties and Responsibilities Greet/meet potential members, providing a great customer experience. Handle front desk related tasks: o Answering phone calls in a polite and friendly manner to assist with questions or concerns. o Taking info calls and tours o Assist in member check-ins, sign-ups, cancellations, BCM amenity usage, and updating member account information. Facilitate member services issues and questions and forward to Club Manager/Manager in Training/Team Lead as needed. Help maintain the neatness/cleanliness of the club. Essential Behavior Requirements Customer Service: communicates and interacts with customers (including coworkers and the public) in a way that exceeds the customers wants and needs. Listening: actively listens to customers, (includes coworkers and the public) empathizes (sees the situation from the customers perspective) and works together to solve the problem. Problem Solving: recognizes and defines problems; analyzes relevant information; encourages alternative solutions and plans to resolve situations; seeks additional assistance when needed. Diplomacy: demonstrates tact and skill in all interactions while using appropriate behavior and language. Communication: Ability to communicate questions, concerns or issues to a supervisor in a timely manner. Minimum Qualifications Honesty and good work ethic Strong customer service skills Basic computer proficiency Physical Demands Standing and walking at least 75% of the shift Talking in person or on the phone at least 75% of the shift Must be able to lift to 50 lbs. less than 30% of the time. Benefits Dollars for Scholars Program Employee Appreciation Program Free Membership for self and one family member or friend Team Member Support Team Health, Dental and Vision Insurance Critical Illness Insurance Short Term Disability Insurance Accident Insurance Voluntary Life Insurance Pet Insurance HSA Advancement Opportunities Check us out on LinkedIn at: Planet Fitness - PF Baseline Fitness
    $31k-41k yearly est. 7d ago
  • Service Associate

    EŌS Fitness 3.9company rating

    Finance service representative job in Temecula, CA

    EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS Fitness' Core Purpose is to create loyal, lifelong fans and exercise practitioners. To achieve this purpose, our Core Values are: Take Personal Responsibility, Be Optimistic & Have Fun, Learn & Grow, Be A Team Player, and Fight Hard To Win. Core Purpose: To create loyal, lifelong fans and exercise practitioners. Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members, guests, and staff upon entry, they serve as representatives of our gym's commitment to exceptional service. The Service Associate will handle member inquiries and requests, offer knowledgeable assistance, and ensure every individual feels valued and supported in their fitness journey. While these responsibilities encompass a broad spectrum, our Service Associate remains flexible and adaptive to the evolving needs of our gym, with duties subject to change under the discretion of management. Position Purpose: Be a great host, the members best source of information and create a fun atmosphere for members, guests and staff. Core Purpose: To create loyal, lifelong fans and exercise practitioners. Responsibilities: Greet members and guests with a friendly and professional attitude Provide information about gym services, programs, and membership options. Address member inquiries, concerns, and complaints promptly and professionally. Check-in members and guests using the gym's management system. Oversee and manage check-in alerts and notifications. Ensure the front desk area is clean, organized, and stocked with necessary supplies. Process payments for memberships, classes, and retail items. Follow safety protocols and procedures to ensure the well-being of all gym members and staff. Monitor and manage inventory levels for coolers, beverages, and bar items, as well as track sales performance. Support a clean and well-maintained facility by conducting gym walks, picking up trash, restocking supplies, and completing locker room and bathroom checks. Qualifications: Previous experience in customer service or front desk role. Experience or strong interest in the fitness industry is a plus Excellent interpersonal skills with a customer-focused attitude. Ability to multitask and handle a fast-paced environment. Proficiency in MS Office and familiarity with gym management software. Strong organizational and problem-solving skills. Flexibility to work evenings, weekends, and holidays as required. And, of course, someone who embraces our Core Values! Requirements: CPR certification required within 30 days of hire. Must attend all mandatory company trainings withing 30 days of employment. Follow all current company policies and standard operating procedures, which may be updated or changed over time. Ability to work in a gym setting; move about club floors and rooms; communicate with employees, members, and the public Ability to bend routinely and repetitively to lift more than 40 lbs. Ability to access and operate company computer systems in order to prepare documents, enter data, and read reports from database or email system. California Pay Range $16.50 - $20.28 USD Benefits and Perks: A highly energetic and collaborative team. A management team that cares about your professional development. Free membership for you and plus one family member. Discounted Personal Training, and merchandise - including supplements. Employee referral program. Daily Pay offered - access your funds before payday. Competitive pay plus vacation, holiday, and sick pay.* Group Health, dental, vision, Supplemental Life, Employee Assistant Program and even Pet Insurance are offered!* 401(k) + Company matching!* Personal education growth options with Sophia Learning. * Based on eligibility of tenure and full-time vs. part-time employment. EōS Fitness is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender identity, sexual orientation, national origin, age, disability, or any other legally protected status. To view more information on our CCPA policy, click HERE. EEO is The Law - click here for more information Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled EōS Fitness participates in the government eVerify program. Please review the details of this program by clicking here . We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the Recruiting Help Line at ********************************* or by calling ************. To check on the status of your application, please visit the Greenhouse Candidate Portal at my.greenhouse.com for updates.
    $16.5-20.3 hourly Auto-Apply 20d ago
  • Customer Service Representative/Insurance Agent

    Winchester Insurance Services Inc.

    Finance service representative job in Murrieta, CA

    Job DescriptionThe Customer Service//Licensed personal lines insurance agent, Responsible for maintaining customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific insurance services and activities. Do not apply if you do not have a CA property casualty license. You must have minimum of 3 years experience in the insurance industry working with personal line customers. Must have working carrier underwriting knowledge. Must know how to use rater and management system. Must know how to quote and requote current and new customers. We are a very fast paced office. Hourly wage is supplied with commission. Benefits/Perks Competitive Pay with commission available Professional Development in growing industry Medical, Dental, Vision, 401k Responsibilities Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation. Answer customer calls and correspondence regarding new or existing insurance policies. Work with new clients and/or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, . Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation. Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution. Review policies, verify accuracy and facilitate corrections, as needed, between client and carrier. Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system, knowledge of Hawksoft preferred. Collaborate with team members, and participate in formal and informal meetings as needed. Qualifications Active CA property casualty insurance license. Demonstrate strong knowledge of insurance products and usages, rating and underwriting procedures. Strong customer focus and an excellent phone manner; display written and verbal communication skills. Must have attention to detail, organization, multi-tasking, and follow-up skills. Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
    $31k-41k yearly est. 3d ago
  • Customer Service Representative

    Chevron Stations

    Finance service representative job in Murrieta, CA

    Excited to grow your career? At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus. People First, Excellence Always CSI#: 1484 Station Address: 40500 California Oaks Rd, Murrieta CA 92562 Job Expectations: Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. Maintain neat appearance and good personal hygiene in compliance with CSI image standards. Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately. Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process. Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures Follow federal law and company standards on carding customers for all age restricted products sold at the stations. Work professionally with vendors and contractors. Regular and punctual attendance is expected. Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products Essential Functions: Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact. Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment. Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently. Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable. Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed. Actively promote store specials and other marketing programs. Cross-check price of delivered goods for accuracy. Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store. Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only) May perform other duties as assigned by management. Requirement/Qualifications: Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters. Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays. Strong attention to detail. Ability to handle challenging situations professionally and exercise exceptional judgement. Ability to work both independently and in team settings. Must possess required up-to-date food handling certificates, as required by law (in specific locations only). Cooking/Restaurant experience preferred Supervisor Responsibilities: This position has no supervisory responsibilities Travel: Rare, limited to required training and coverage for nearby stations. Physical Demands Include but are not limited to: Ability to stand and walk for long periods of time on hard and uneven surfaces. Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds. Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity. Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment. Periodic exposure to all outdoor conditions during daylight hours. Moderate exposure to walk-in coolers and freezers at 34 F or lower. Frequent handwashing and attention to personal cleanliness standards. Must be at least 18 years of age or older to work in California and Oregon locations. Must be at least 21 years of age or older to work in Washington locations. Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am. Must be at least 21 years of age or older to work in Management positions. Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers. The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law. USA based job position Visas will not be granted Benefits: Full-time & Part-time shifts available Direct Deposit with competitive weekly pay Health & Wellness packages available for purchase Education reimbursement program Shift Differential Pay for select shifts and job titles Management Bonus Program Loyalty Service time Program Commuter benefit Program Compensation Range: $18.00 - $19.00 Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation. We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
    $18-19 hourly Auto-Apply 60d+ ago
  • Planet Fitness - Member Services Representative - Part Time - Murrieta

    Taymax

    Finance service representative job in Murrieta, CA

    Murrieta, CA24380 Village Walk Place, Murrieta, CA 92562, United States of America Pay : $16.90 - $17.50 It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities • Greet members, prospective members and guests, providing exceptional customer service. • Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. Take prospective members on tours. Sign up new members calculating rates and monthly payment amounts. Assist the Club Manager in counting out the drawer as needed. • Facilitate needed updates to member's accounts. • Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed. • Assist in maintaining the neatness and cleanliness of the club. Completing daily assigned within first hour of your shift. Helping complete priority cleaning list each day. Completing walk-around and bathroom checks periodically. Helping complete any special cleaning projects as needed. • Other duties and responsibilities based on club needs. Qualifications • Must be 18 years of age or older. • High School diploma/GED equivalent required. • Customer service background preferred. • Basic computer proficiency. • Punctuality and reliability are a must. • Ability to work independently as well as part of a team. • A positive, upbeat attitude and a passion for fitness and health! • Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. • Strong listener with the ability to empathize and problem solve. • Demonstrate diplomacy in all interactions while using appropriate behavior and language. Physical Demands • Continual standing and walking during shift. • Continual talking in person or on the phone during shift. • Must be able to occasionally lift up to 50 lbs. • Will occasionally encounter toxic chemicals during shift. About Us Taymax Group, LP is a multi-unit franchisee of Planet Fitness, which is one of the largest and fastest-growing franchisors and operators of fitness clubs in North America. Taymax owns and operates over 175 clubs in California, Texas, Pennsylvania, Tennessee, Alabama, Florida, Georgia, and Ontario and the Atlantic Provinces in Canada, and has plans to double its club count over the next 5 years. Taymax is one of the largest and fastest-growing franchisees in the Planet Fitness system, consistently experiencing double digit growth per year. Taymax is backed by Trilantic North America, a New York-based private equity firm managing $9.9 billion of aggregate capital commitments. Taymax has been the recipient of several prestigious awards from the franchisor including Developer of the Year in 2016, 2018, and 2019 and Franchisee of the Year in 2018. Taymax's corporate office is located in Salem, New Hampshire. With more than 2,000 locations, Planet Fitness (NYSE: PLNT) is one of the largest and most popular fitness chains in the world. Planet Fitness possesses a highly recognized brand in the high-value, low-price segment of the market. Its core mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which it calls the Judgement Free Zone . More than 90% of Planet Fitness stores are owned and operated by independent franchisees, like Taymax. NOTE: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest in a position with Taymax Group. Taymax Group is an equal opportunity employer in the terms and conditions of employment. We believe in providing an inclusive and diverse workplace environment and welcome talent from all backgrounds and perspectives. Our success is directly related to our people and as a company, we strive to foster an inclusive and diverse environment where we all work toward our common goal; to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone. This commitment applies to all candidates and employees regardless of race, color, ethnicity, citizenship, place of origin, creed, religion, age, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability and any other protected characteristic. Taymax Group welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you are a person with a disability and require accommodation in order to successfully submit an application, please contact Human Resources at ****************** to make an accommodation request. Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
    $16.9-17.5 hourly Auto-Apply 29d ago
  • Relationship Banker - Palm Springs Desert Market

    Bank of America 4.7company rating

    Finance service representative job in Palm Desert, 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. 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 Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Palm Desert - 73820 El Paseo (CA0133) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $25-27.9 hourly Auto-Apply 8d ago
  • Personal Banker Beaumont, Hemet, Perris, and surrounding locations

    Wells Fargo 4.6company rating

    Finance service representative job in Beaumont, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Must take and pass required language assessment * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * BEAUMONT: 499 E. 6th Street Beaumont, CA 92223 * 2nd STREET MARKET PLACE: 1494 E. 2nd Street Beaumont, CA 92223 * HEMET: 1100 E. Florida Ave. Hemet, CA 92543 * PERRIS MAIN: 2560 N. Perris Blvd. Suite B Perris, CA 92571 * YUCAIPA: 33644 Yucaipa Blvd. Yucaipa, CA 92399 Pay Range: $21.00 - 30.00 USD Hourly Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 28 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $21-30 hourly 4d ago
  • Service BDC Associate - Bilingual (Spanish / English)

    Toyota of Hemet 4.3company rating

    Finance service representative job in Hemet, CA

    Full-time Description We are seeking a professional and customer-focused Business Development Center (BDC) Associate to support our Service Department. This role is responsible for managing inbound and outbound customer communications, scheduling service appointments, and providing a high level of customer care. Bilingual Spanish/English communication skills are required for this position due to regular interaction with Spanish-speaking customers as part of the essential job duties. Essential Job Functions Answer inbound phone calls, texts, emails, and online service inquiries in a timely and professional manner Communicate effectively with customers in English and Spanish regarding service appointments and general service information Schedule, confirm, and reschedule service appointments using CRM and DMS systems Perform outbound follow-up communications including appointment reminders, missed appointment follow-ups, and service campaigns Accurately document all customer interactions and maintain detailed records Meet or exceed established activity, appointment, and show-rate performance goals Coordinate with Service Advisors and Management to ensure efficient workflow Deliver an exceptional customer experience consistent with company standards Requirements Required Qualifications Ability to communicate professionally in both English and Spanish, as required for customer-facing responsibilities Prior customer service, call center, BDC, or automotive dealership experience preferred Strong verbal and written communication skills Ability to manage high call volume in a fast-paced environment Basic computer proficiency, including CRM, DMS, email, and texting platforms Strong organizational skills and attention to detail Reliable attendance and punctuality
    $36k-49k yearly est. 17d ago
  • Branch Relationship Banker - Palm Desert, CA

    California Bank & Trust 4.4company rating

    Finance service representative job in Palm Desert, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Palm Paseo Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: * Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. * Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. * Responsible for making appropriate referrals for other bank products and services, including commercial lending products. * Follows up with clients as needed. * May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. * Responsible to resolve customer service issues. * Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. * May be responsible for processing cash transactions and other customer service duties within the branch. * Other duties as assigned. Qualifications: * High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Previous experience in a financial sales representative-oriented role preferred. * Working knowledge of mathematical calculations and standard banking products, services and transactions. * Solid knowledge of all retail products and services. * Basic knowledge of consumer lending applications. * Proven customer service, interpersonal and communication skills, both verbal and written. * Effective selling, cross-selling and referral skills. * Solid mathematical, problem-solving and negotiation skills. * Solid interpersonal & relationship building skills. * Strong attention to detail and time management. * Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $20 - 22 hourly depending on job-related factors such as level of experience.
    $20-22 hourly 11d ago
  • Customer Service Representative

    Chevron Stations

    Finance service representative job in Temecula, CA

    Excited to grow your career? At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus. People First, Excellence Always CSI#: 1492 Station Address: 40635 Winchester Rd, Temecula CA 92591 Job Expectations: Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. Maintain neat appearance and good personal hygiene in compliance with CSI image standards. Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately. Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process. Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures Follow federal law and company standards on carding customers for all age restricted products sold at the stations. Work professionally with vendors and contractors. Regular and punctual attendance is expected. Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products Essential Functions: Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact. Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment. Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently. Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable. Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed. Actively promote store specials and other marketing programs. Cross-check price of delivered goods for accuracy. Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store. Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only) May perform other duties as assigned by management. Requirement/Qualifications: Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters. Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays. Strong attention to detail. Ability to handle challenging situations professionally and exercise exceptional judgement. Ability to work both independently and in team settings. Must possess required up-to-date food handling certificates, as required by law (in specific locations only). Cooking/Restaurant experience preferred Supervisor Responsibilities: This position has no supervisory responsibilities Travel: Rare, limited to required training and coverage for nearby stations. Physical Demands Include but are not limited to: Ability to stand and walk for long periods of time on hard and uneven surfaces. Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds. Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity. Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment. Periodic exposure to all outdoor conditions during daylight hours. Moderate exposure to walk-in coolers and freezers at 34 F or lower. Frequent handwashing and attention to personal cleanliness standards. Must be at least 18 years of age or older to work in California and Oregon locations. Must be at least 21 years of age or older to work in Washington locations. Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am. Must be at least 21 years of age or older to work in Management positions. · Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers. · The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law. USA based job position Visas will not be granted Benefits: · Full-time & Part-time shifts available · Direct Deposit with competitive weekly pay · Health & Wellness packages available for purchase · Education reimbursement program · Shift Differential Pay for select shifts and job titles · Management Bonus Program · Loyalty Service time Program · Commuter benefit Program Compensation Range: $18.25 - $19.25 Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation. We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
    $18.3-19.3 hourly Auto-Apply 4d ago
  • Customer Service Representative

    Planet Fitness-PF Baseline Fitness

    Finance service representative job in Coachella, CA

    The Customer Service Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service. Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. New member sign-up. Take prospective members on tours. Facilitate needed updates to members accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Qualifications/Requirements Customer service background preferred. Basic computer proficiency. A passion for fitness and health. Upbeat and positive attitude! Punctuality and reliability is a must. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the members expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. High School diploma/GED equivalent required. Must be 18 years of age or older. Physical Demands Continual standing and walking during shift. Continual talking in person or on the phone during shift. Must be able to occasionally lift up to 50 lbs. Will occasionally encounter toxic chemicals during shift. Other Employee Recognition Program Advancement Opportunities Check us out on LinkedIn at: Planet Fitness - PF Baseline Fitness
    $31k-41k yearly est. 15d ago
  • Planet Fitness - Member Services Representative - Part Time - Hemet

    Taymax

    Finance service representative job in Hemet, CA

    Hemet, CA1390 E Florida Ave, Hemet, CA 92544, United States of America Pay : $16.90 - $17.50 It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities • Greet members, prospective members and guests, providing exceptional customer service. • Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. Take prospective members on tours. Sign up new members calculating rates and monthly payment amounts. Assist the Club Manager in counting out the drawer as needed. • Facilitate needed updates to member's accounts. • Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed. • Assist in maintaining the neatness and cleanliness of the club. Completing daily assigned within first hour of your shift. Helping complete priority cleaning list each day. Completing walk-around and bathroom checks periodically. Helping complete any special cleaning projects as needed. • Other duties and responsibilities based on club needs. Qualifications • Must be 18 years of age or older. • High School diploma/GED equivalent required. • Customer service background preferred. • Basic computer proficiency. • Punctuality and reliability are a must. • Ability to work independently as well as part of a team. • A positive, upbeat attitude and a passion for fitness and health! • Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. • Strong listener with the ability to empathize and problem solve. • Demonstrate diplomacy in all interactions while using appropriate behavior and language. Physical Demands • Continual standing and walking during shift. • Continual talking in person or on the phone during shift. • Must be able to occasionally lift up to 50 lbs. • Will occasionally encounter toxic chemicals during shift. Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process. About Us Taymax Group, LP is a multi-unit franchisee of Planet Fitness, which is one of the largest and fastest-growing franchisors and operators of fitness clubs in North America. Taymax owns and operates over 175 clubs in California, Texas, Pennsylvania, Tennessee, Alabama, Florida, Georgia, and Ontario and the Atlantic Provinces in Canada, and has plans to double its club count over the next 5 years. Taymax is one of the largest and fastest-growing franchisees in the Planet Fitness system, consistently experiencing double digit growth per year. Taymax is backed by Trilantic North America, a New York-based private equity firm managing $9.9 billion of aggregate capital commitments. Taymax has been the recipient of several prestigious awards from the franchisor including Developer of the Year in 2016, 2018, and 2019 and Franchisee of the Year in 2018. Taymax's corporate office is located in Salem, New Hampshire. With more than 2,000 locations, Planet Fitness (NYSE: PLNT) is one of the largest and most popular fitness chains in the world. Planet Fitness possesses a highly recognized brand in the high-value, low-price segment of the market. Its core mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which it calls the Judgement Free Zone . More than 90% of Planet Fitness stores are owned and operated by independent franchisees, like Taymax. NOTE: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest in a position with Taymax Group. Taymax Group is an equal opportunity employer in the terms and conditions of employment. We believe in providing an inclusive and diverse workplace environment and welcome talent from all backgrounds and perspectives. Our success is directly related to our people and as a company, we strive to foster an inclusive and diverse environment where we all work toward our common goal; to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone. This commitment applies to all candidates and employees regardless of race, color, ethnicity, citizenship, place of origin, creed, religion, age, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability and any other protected characteristic. Taymax Group welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you are a person with a disability and require accommodation in order to successfully submit an application, please contact Human Resources at ****************** to make an accommodation request. Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
    $16.9-17.5 hourly Auto-Apply 30d ago
  • Personal Banker Beaumont, Hemet, Perris, and surrounding locations

    Wells Fargo 4.6company rating

    Finance service representative job in Yucaipa, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Must take and pass required language assessment * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * BEAUMONT: 499 E. 6th Street Beaumont, CA 92223 * 2nd STREET MARKET PLACE: 1494 E. 2nd Street Beaumont, CA 92223 * HEMET: 1100 E. Florida Ave. Hemet, CA 92543 * PERRIS MAIN: 2560 N. Perris Blvd. Suite B Perris, CA 92571 * YUCAIPA: 33644 Yucaipa Blvd. Yucaipa, CA 92399 Pay Range: $21.00 - 30.00 USD Hourly Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 28 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $21-30 hourly 4d ago
  • Relationship Banker -Riverside South Market

    Bank of America 4.7company rating

    Finance service representative job in Temecula, CA

    Murrieta, California;Murrieta, California; Murrieta, California; Temecula, California; Temecula, California; Temecula, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **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 financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/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.
    $31k-37k yearly est. 11d ago

Learn more about finance service representative jobs

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

The average finance service representative in Palm Desert, CA earns between $27,000 and $61,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Palm Desert, CA

$40,000
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