Proprietary Equity Traders Wanted
Finance service representative job in San Diego, CA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyResident Service Associate
Finance service representative job in San Diego, CA
Community:
Canyon Rim
Number of Units:
504
Resident Service Associate
OUR COMPANY:
At Fairfield, we are proud to be a leader in the multifamily housing industry. We are passionate about creating exceptional and luxurious apartment living. Among the most experienced multifamily companies, Fairfield has developed and acquired over 1000 communities since 1985. We are an award-winning company that proudly employs over 1,400 associates who are dedicated to serving our customers at our apartment communities located in over 30 markets nationwide.
Being a part of Fairfield means more than a rewarding career with personal growth. It's a partnership for the long term, working alongside colleagues in an open-dialogue environment that encourages growth and the sharing of ideas. We know that our associates are a key ingredient to our success, and we're proud to reflect that in our culture.
ABOUT YOUR CAREER PATH:
Fairfield properties are known for our visible and available on-site staff that keep our residents loving where they live. A fantastic first step to joining the Property Management team is a position as our Resident Service Associate.
Our residents deserve the best, and your role in customer service is to help make sure they experience incredible service from first touring the property, to signing their lease, to moving in and being welcomed to the community. Your positive, solution-focused energy and communication is the key to closing the sale.
Working closely with our Leasing Associates and Community Manager, you will build connections with prospective tenants and help convert them into happy residents. Assisting with multiple phases of their journey, you will interact with them both virtually as well as in person, building a reputation as a go-to support team member and resident advocate.
There is great growth potential in this role for your career, with successful candidates moving on to become Leasing Associates and other contributors on the Property Management team. This position reports to the onsite Community Manager.
WHAT YOU CAN EXPECT TO DO IN THIS ROLE:
LEASING SUPPORT
Manage some aspects of the leasing process, including, but not limited to, qualifying prospects, leasing apartments, preparing lease paperwork and completing move-in paperwork.
Conduct Skype tours by appointment as scheduled.
Verify application information, including income, when needed.
Forward applications to Community Manager for final approval.
Ensure compliance of renter's insurance policy.
Create Magisto videos by request.
Prepare resident move-in packets upon approval of application.
Review and explain information to residents (i.e., gate cards, gate codes, lease, community policies and move-in inventory).
Send and collect move-in condition forms from residents.
CUSTOMER SERVICE
Respond to phone and emails, creating and following up with maintenance requests, and handling and/or escalating resident complaints.
Assist in rent collections for delinquent rent.
Contact residents to solicit and close resident renewals to include necessary renewal paperwork.
Conduct post move in welcome calls, mid lease calls and service follow up calls.
Maintain courteous communications and follow-up correspondence with residents, applicants, prospects and representatives of other companies.
PROPERTY UPKEEP
Check breezeways/hallways, laundry rooms, mailbox areas, common areas, and trash areas to ensure cleanliness and conformity to Fairfield property condition standards.
Report property deficiencies to Community Manager or Maintenance Supervisor.
Complete daily opening and closing of models, vacant show units and other amenities.
Inspect apartments prior to move-in, ensuring that they are in move-in condition.
Coordinate with the maintenance team to touch up or prepare units.
MARKETING
Complete all marketing/advertising activities at the direction of the Community Manager.
Complete weekly LRO market survey and monthly Yardi market survey.
Assists with resident retention through renewal program and community events.
COMPLIANCE
Participate in company required training by established deadline.
Comply with all Fairfield standards, applicable health and safety rules and regulation, as well as applicable local, state and federal laws.
WHAT YOU'LL NEED ON DAY ONE:
Minimum of one year experience in a customer service, sales or retail position.
Previous leasing/customer service experience preferred.
Experience using Yardi or other related property management accounting software preferred.
Experience using Microsoft Outlook, Word, and Excel.
Ability to read, write, understand, and communicate in English.
Intermediate knowledge of Microsoft Outlook, Word and Excel.
Strong typing skills.
Superior customer service skills including the ability to manage difficult customers and/or situations.
Understanding of applicable federal, state and local fair housing laws.
Professional verbal and written communication skills.
Strong attention to detail, organizational, time-management and problem-solving skills.
Detail oriented; ability to manage conflicting priorities and to adjust priorities on a daily basis.
A valid driver's license is required.
Ability to work a flexible schedule to include weekends, evenings, and some holidays.
High school diploma or equivalent required.
#LI-MARSHALL
Estimated Rate of Pay:
$20.16 - $23.11
This position is non-exempt; the range above reflects hourly rates.
The pay range displayed for this position is determined by skills and experience required, location and job complexity*. Potential job offers may vary based on the skills, education, and experience an individual candidate holds. This range reflects base rate only, and does not include allowances, perks, commissions or bonuses applicable to this position (if any). In addition to base salary, Fairfield offers all full time associates the following, upon meeting eligibility requirements:
Paid time off, paid holidays and sick days, paid time off for volunteering activities (optional)
Matched 401(k)
Medical, dental & vision insurance
Flexible spending account
Life insurance
* Pay range is a calculation based on a midpoint price. Fairfield complies with all wage and hour laws, including minimum wage and salary exempt requirements.
Job duties for this position include: work safely and cooperatively with others, including supervisors; adhere to performance standards despite stressful conditions; communicate effectively and respectfully to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations. The material duties of this position involve access to our residents' homes, both when they are present and when they are not. The material duties of this position also involve access to the confidential information of our residents, including their financial information. Criminal history may have a direct, adverse, and negative relationship with this job duty. Pursuant to the Los Angeles and San Diego County Fair Chance Ordinances, the California Fair Chance Act, and any other applicable law, we will consider for employment qualified applicants with arrest and conviction records.
Auto-ApplyCustomer Success Rep - Patient Services
Finance service representative job in San Diego, CA
San Diego, CA, United States Here at Hologic it is our purpose to enable healthier lives everywhere, every day. We are driven by our passion to become the global champion for women's health. We achieve this by fulfilling our promise to bring The Science of Sure to life.
**Think this role is for you?**
If you love helping others and thrive in a fast-paced, friendly environment, our Patient Services team at Biotheranostics (part of Hologic) is calling your name! As a Customer Success Representative, you'll be the go-to person for patients and their families, making sure every interaction is positive and every detail is handled with care. Your work will help support vital cancer diagnostics-no superhero cape required, just a passion for making a difference.
**Key Outcomes:**
+ Answer patient phone calls and provide clear, helpful information about our services.
+ Accurately complete assigned tasks and keep our operations running smoothly.
+ Help manage patient cases and make sure documentation is always up to date.
+ Verify insurance benefits and assist with financial assistance applications.
+ Work with other teams to make sure everyone's on the same page.
**Do you have what it takes?**
Bring your best communication game, a knack for staying organized, and a genuine desire to help others. If you can juggle tasks without dropping the ball, keep cool under pressure, and brighten someone's day-even on a Monday morning-you'll fit right in. Bonus points if you can spot a typo from a mile away and love collaborating with others!
**Additional qualifications and information:**
+ High school diploma required; Bachelor's degree preferred.
+ At least 2 years of experience in healthcare, patient services, or biotech.
+ Basic skills in Microsoft Office and data entry.
+ Attention to detail and ability to multitask.
**Our Culture at Hologic:**
At Hologic, we're driven by our mission to enable healthier lives everywhere, every day. We're passionate about being the global champion for women's health and bringing The Science of Sure to life. You'll join a team that values collaboration, innovation, and a genuine commitment to making a positive impact-inside and outside the lab.
---
The annualized base salary range for this role is $40,000 - $60,600and is bonus eligible. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, geography, education, business needs and market demand.
**_Agency And Third Party Recruiter Notice_**
_Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition, Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered._
**Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.**
\#LI-EK1
Part Time Associate Banker North County (30 hours)
Finance service representative job in Carlsbad, CA
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyFinancial Service Representative I/Personal Banker
Finance service representative job in San Diego, CA
What is the Pay Range?
2026 Pay Scale: $23.25-$28.50
2025 Pay Scale: $22.50-$27.75
Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above.
Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions.
Position Summary:
The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
High school diploma or equivalent.
One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.
Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.
Demonstrated professional human relations, communication and organizational skills.
College level math and financial calculation skills.
Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
Professional appearance and demeanor.
Essential Duties and Responsibilities
Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
Provide timely closing of loans through consistent follow-up of loan approvals.
Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions.
Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions.
Participate in business development activities including participating in orientations and offsites.
Contribute to the overall branch performance by providing guidance to co-workers as directed by management.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties and Responsibilities
Act as an MSR or Receptionist as directed by management.
Support management in community development activities.
Maintain safe deposit boxes, as applicable.
May be required to work weekends and/or extended hours, to include offsite events.
Perform other duties as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:30/5:30
Saturday: 8:30/2:30 (Rotating)
Sunday: OFF
Full Time - 40 hours a week
Auto-ApplyCustomer Service Representative
Finance service representative job in Encinitas, CA
Fastsigns of Encinitas is hiring for a Customer Service Representative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
A Successful FASTSIGNS Customer Service Representative Will:
Be the initial contact with current as well as prospective customers in our FASTSIGNS Center
Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders
Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center
Work with customers in numerous ways such as email, telephone, in-person and at their place of business
Build long-lasting relationships by turning prospects into long term clients.
Ideal Qualifications for FASTSIGNS Customer Service Representative:
2-3 years of retail or counter sales experience preferred
High school diploma or equivalent
Outgoing, responsive, eager to learn and has the ability to build relationships
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Ability to work under pressure to output high volume, high-quality work
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $21.00 - $23.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
Auto-ApplyCustomer Service Representative
Finance service representative job in Imperial Beach, CA
The hourly pay rate for this position is $19.00-$21.00 per hour, this varies depending on experience, education, certifications, licensure, and location.
We are looking for a personable and skilled Client Service Representative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction-whether over the phone or in person-results in a positive and memorable impression. Your ability to create a welcoming environment and deliver exceptional service will be key to our success.
CSR Responsibilities:
Understands, communicates, and properly prioritizes scheduled appointments, client education, and lobby triage by vaccine, wellness, parasite, and retail needs to ensure an efficient and productive schedule and daily workflow.
Operates multiple-line telephone system. Answers incoming calls, places, callers on hold, transfers calls, and pages staff members appropriately. Takes and routes messages for veterinarians and staff members.
Empathizes with clients and remains compassionate and well-mannered if a client becomes emotional or discourteous. Remains calm and collected in the face of emergency situations. Ultimately, it is the CSR who creates a good first and last impression on our clients.
Accepts payments, makes change, processes credit payments, and other forms of payment while maintaining an accurate cash drawer.
Maintains accurate and updated client information and pet records, including obtaining pet medical records from other clinics and providing administrative support (scanning documents, updating records, faxing, emailing, etc.) to keep accurate and reliable client information.
Complete all tasks as assigned by the supervisor(s).
Qualifications & Requirements:
Professional and friendly phone etiquette
Available to work weekends and holiday rotations, as needed
Ability to properly prioritize and complete tasks simultaneously
Ability to problem solve and adapt to multiple situations
HS Diploma or educational equivalent
Excellent customer service skills
Computer efficiency
Very detail-oriented
Preferred: Experience with Veterinary Electronic Medical Records (Avimark, Cornerstone, etc.)
Preferred: One year of customer service representative experience
Preferred: Knowledge of veterinary medical terminology and procedures
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
Auto-ApplyService Representative- Ambulatory Services
Finance service representative job in Murrieta, 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.
Auto-ApplyCustomer Service Support Representative
Finance service representative job in San Diego, CA
Response to inquires and problems. Researches,
troubleshoots and resolves customer problems. Performs a wide variety of
Additional Information
Pushkaraj Hachibatti | Mindlance, Inc. | Office-
************
Customer Service Representative/Call Center
Finance service representative job in Carlsbad, CA
Responsive recruiter Benefits:
Employee discounts
Free food & snacks
Free uniforms
Health insurance
We're hiring PART-TIME/FULL-TIME CUSTOMER SERVICE REPRESENTATIVES FOR IN PERSON AND OVER THE PHONE INTERACTIONS.
Are you an empathetic person who has a passion for helping others? Are you an enthusiastic ‘people-person'? Are you a confident and adaptable person who can close the deal? You're in luck! We are looking for exceptional customer service representatives that can register new customers and provide memorable experiences to our customers over the phone and in person.
A Little About Us…Waterworks Aquatics is a premier swim school with 39 locations across California and Colorado. We teach children ages 3 months through adult how to swim. Our mission is to educate and motivate individuals to be safer and learn proper swimming technique. Join Our Team! … Here's Why:
Get paid well for doing something fun! Competitive compensation because we like to reward hard work.
Advancement opportunities. We constantly are looking for strong individuals to join our leadership team!
Flexible work schedules. We know you might have other time commitments like school or another job. We'll make it work!
Additional benefits. We offer our full-time employees a benefits package that includes dental, vision, disability, 401K, and sick pay.
We also offer team appreciation days and other really cool events throughout the year. And of course, free food throughout the year. Who doesn't like that?
Job Description:
As a Customer Service Representative, you will be the face of Waterworks Aquatics and the first point of contact for the majority of families when they visit our facility. You will be entrusted with building relationships with our families. You will also be responsible for retaining our families by offering a warm, welcoming, and memorable experience.
Primary Responsibilities:
Ability to create relationships with new and existing families both in person and over the phone that lead to customer loyalty and retention
Demonstrate empathy in your interactions with families
Register, schedule, take payments, and problem solve family accounts at the front desk and verbally, over the phone
Be willing and able to provide exceptional customer service in person and by phone
Assist with heavy call volume
Encourage customers to purchase swim lesson packages
Work effectively in a team environment to support achievement of lesson registration goals
Maintain high customer satisfaction ratings based on explicit criteria set by the company
Handle customer concerns, provide appropriate solutions and alternatives, and follow up to ensure resolution
Recommend additional services to customers by understanding their needs
Maintain a clean and safe facility at all times
Boost morale and help maintain a positive work environment
Restock and clean all restrooms and shower/changing areas
Understand and showcase knowledge in all of our programs and facilities
Assist with time sensitive projects by deadlines given
Provide effective rebuttals to customers who may not see the value in year-round swimming
Stay up to date and pass all continual training by the deadlines provided
General Qualifications:
Must be at least 17 years old
Must have at least 2 years of customer service experience
Minimum of a high school diploma
Able to exhibit a strong passion for helping others
Possess a strong background in customer service
Proficient in typing; at least 40 WPM
Ability to “close the deal” and acquire new families that are interested in our services
Ability to multi-task, prioritize and manage time effectively
Open to coaching and training to increase customer acquisition performance
Must have strong communication skills in person and over the phone
Must be able to showcase the ability to actively listen
Must have the ability to adapt and respond to different types of personalities
Must always remain professional and courteous with customers
Weekends Required
A Few Other Things We Look At:
We love people with a positive mindset who are fantastic team players
A strong conversationalist who can be personable and connect with people
Critical thinkers that can empathize with our families to ensure they have a positive experience with us
Someone who is confident, adaptable, ambitious, and an achiever
People who are committed and reliable
Someone who is teachable, respectful, outgoing, and motivated
Individuals who are open to receiving feedback and are always willing to learn
Compensation: $22.00 - $25.00 per hour
Our Mission
We're looking for team members who are passionate about making a difference in children's lives through swimming. Our mission is to educate and motivate individuals to be safer and learn proper swimming technique.
Our Culture
Our goal has always been to have more fun at work than at home. I know it sounds outrageous, but it's true! We like to bring on people that like to have fun and share common interests with those around them. The “real you” is what we're looking for. Your personality traits and talents are what help us to connect with our families. You will not feel like you're punching the clock with this job.
Check Us Out Here: **********************
Auto-ApplyInvestment Real Estate Rep
Finance service representative job in San Diego, CA
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
Auto-ApplyPersonal Financial Rep I,II,III
Finance service representative job in San Diego, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit unions policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE:
Meets/exceeds established monthly/annual sales and service goals.
Follows quality service standards to ensure exceptional quality service is provided.
Maintains a thorough knowledge of all products and services, policies and procedures.
Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
Processes consumer and real estate loans.
Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
Addresses difficult member situations and resolves in a positive manner.
Serves as a backup to Personal Financial Assistant or Teller.
May be required to maintain a cash drawer.
May serve as a notary.
Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under ones control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the companys success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is required.
o PFR I: 1 year experience in a financial institution or other related field
o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service
o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
Excellent communication skills; sound judgment, and attention to detail.
Previous experience with Microsoft Windows applications is preferred.
Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
Ensure sales and service goals are met.
Process new accounts and/or loans accurately and completely.
Adhere to cash, key and dual control policies and procedures.
Adhere to security and robbery procedures.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting.
ENVIRONMENTAL CONDITIONS
Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range:
Personal Financial Rep I:
$37,432.928 (min) - $56,149.184 (max)
Personal Financial Rep II:
$41,058.992 (min) - $61,588.592 (max)
Personal Financial Rep III:
$45,875.02 (min) - $68,812.64 (max)
Floater Service Rep I,II,III
Finance service representative job in San Diego, CA
This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring/cross selling financial products and services. Adheres to the credit union's policies, procedures and quality service standards.
Supervisory responsibilities
This position reports directly to the Floater Manager. No employees report directly to this position.
NATURE & SCOPE:
Floater Service Representative I
Processes member transactions. Performs account file maintenance and handles member issues.
Identifies cross-selling opportunities, referring members to Personal Financial Representatives.
Maintains knowledge of all products and services, policies and procedures.
Follows quality service standards to ensure exceptional quality service is provided.
Ensures compliance with daily cash drawer balancing and limits.
Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
May serve as back-up to Personal Financial Assistant.
Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned.
Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members.
Performs other relevant duties as required.
Floater Service Representative II
o Processes consumer loans.
o Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
o Actively manages loan queues to ensure approved loans are funded.
Floater Service Representative III
o Processes real estate loans.
Education, skills, & abilities
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is desired.
Floater Service Representative I: 1 year of previous sales, member service, and cash handling experience. Financial institution is preferred
Floater Service Representative II: 2 years experience in a financial institution or other related field plus proven successful performance, to include sales and service
Floater Service Representative III: 3 years experience in a financial institution (with 1 of the years as a Floater Service Representative III) or other related field plus proven successful performance, to include sales and service
Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
Excellent communication skills; sound judgment and attention to detail.
Previous experience with Microsoft Windows applications is preferred.
Ability to drive to different locations to provide branch or call center coverage.
· Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism.
· Occasional Saturday, Sunday and evening shifts may be required to accommodate branch, Business Development and Community Relations functions.
· Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES
Remain flexible to changing job responsibilities and locations.
Process member transactions and/or new accounts or loans accurately and timely.
Greet members with a friendly, outgoing and positive demeanor.
Ensure sales and service goals are met.
Refer members to appropriate staff for sales opportunities and/or cross sell credit union products and services.
Adhere to cash, key and dual control policies and procedures.
Adhere to security and robbery procedures.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Work is primarily performed within an office setting, daily business travel to branch locations is required. Must be able to tolerate periods of continuous standing/sitting. Ability to lift & carry up to 20 lbs.
ENVIRONMENTAL CONDITIONS
Subject to standard background noise found in an office environment and during travel time, subject to variable weather and traffic conditions.
Float Service Rep l:
$19.7490 - $24.6863
Float Service Rep ll:
$21.5468 - $26.9339
Float Service Rep lll:
$23.9440 - $29.9300
Auto-ApplyFinancial Service Representative I/Personal Banker
Finance service representative job in San Diego, CA
Job Description
What is the Pay Range?
2026 Pay Scale: $23.25-$28.50
2025 Pay Scale: $22.50-$27.75
Please note, at the time of offer, your pay rate will be determined from the pay scale of your start date. For example, if your start date is in 2025, your offer will be from the 2025 pay scale shown above.
Nurture talent, fuel growth and embrace the TEAL! SDCCU's compensation philosophy is focused on ensuring employees are paid fairly and equitably without regard to race, sex, age, national origin, color, religion, or mental or physical disability. It is also our intent that our compensation program helps to attract, retain, and recognize individual contributions.
Position Summary:
The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
High school diploma or equivalent.
One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.
Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.
Demonstrated professional human relations, communication and organizational skills.
College level math and financial calculation skills.
Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
Professional appearance and demeanor.
Essential Duties and Responsibilities
Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
Provide timely closing of loans through consistent follow-up of loan approvals.
Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions.
Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions.
Participate in business development activities including participating in orientations and offsites.
Contribute to the overall branch performance by providing guidance to co-workers as directed by management.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties and Responsibilities
Act as an MSR or Receptionist as directed by management.
Support management in community development activities.
Maintain safe deposit boxes, as applicable.
May be required to work weekends and/or extended hours, to include offsite events.
Perform other duties as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:30/5:30
Saturday: 8:30/2:30 (Rotating)
Sunday: OFF
Full Time - 40 hours a week
Part Time Associate Banker North County (30 hours)
Finance service representative job in Carlsbad, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Carlsbad,CA $22.50 - $27.60 / hour
New Hire - San Diego, CA
Finance service representative job in San Diego, CA
Requisition open for new hires in San Diego
Auto-ApplyClient Services Officer
Finance service representative job in Coronado, CA
Job Description
Ensure the efficient operation of the branch office by providing daily supervision of the operational functions and in some cases the staff of a full service branch office in a manner which achieves the customer service objectives set by the bank. Responsible for ensuring proper controls and procedures are followed. Assist in the coordination of the operational activities of branch operations and in some cases staff while ensuring superior customer service is provided. May assist in staff training and development. For smaller branches, works alongside a CSM or Branch Manager at a high level with the ability to act independently as a CSM or Branch Manager in his or her absence.
Duties and Responsibilities
Provide daily supervision of the activities of the branch functions and in some cases staff and branch operations area in compliance with bank and regulatory policies.
Maintain a high level of service to Bank Customers.
Ensure the Bank's safety and security policies and procedures are adhered to in assigned areas regarding branch cash, teller cash limits, cash drawers, keys and cabinets
Approve transactions within delegated approval authority.
High proficiency of all teller, new account, safe deposit, ATM balancing and all related systems platforms.
Assist in opening new account in the absence of a client service specialist.
Assist in auditing accounts and the completion of certifications to ensure compliance by staff with all branch related procedures and practices.
May conduct staff meetings for all operations staff to discuss policy and procedure updates, bank focus, training, etc.
Assist with conducting performance appraisals for non-exempt operations staff in the banking office, if applicable.
Handle complex customer inquiries or unusual or difficult customer problems through direct personal attention.
Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
Interacts with all levels of management, staff, existing and potential customers, Board of Directors and vendors.
Responsible for identifying cross sell opportunities and acting on them as appropriate.
Perform other duties as assigned or needed such as daily teller duties; cash handling; opening new accounts, special projects, any operational functions; may be required to become a notary public, working extra hours and travelling to/from any branch
.
BSA/AML/Compliance Responsibilities
This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program.
Qualifications
Minimum 4-7 years banking experience.
Minimum 2 years of lead or supervisory experience.
Strong knowledge of Bank policies and procedures and regulatory compliance.
Cash handling experience required.
Competencies
Customer Focus
Technical Skills
Problem Solving
Motivating Others
Planning/Organizing
Training and Development Skills
Supervisory Skills
Judgment
Team Work
Process Management
Physical Demands
Regularly required to talk or listen
Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
Required to sit for long periods of time
Occasionally required to stand and walk
Occasionally required to lift up to 25 pounds
Specific vision abilities required by this position include close vision and the ability to focus.
Employee may be required to travel occasionally between banking offices
Entry Level Financial Representative
Finance service representative job in San Diego, CA
As a Financial Services Professional Expect To
Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How You Will Provide Support
Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
Pre-Licensing Training - agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Our company has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
Member Services Representative - Mission Valley
Finance service representative job in San Diego, CA
The Member Services Representative is responsible for building positive relationships among members, participants, volunteers, and staff, with the intent to increase membership. The Representative creates a positive image of the YMCA by providing excellent customer service, actively responding to inquiries, questions and needs, efficiently handling calls, and providing accurate information. The Member Services Representative conducts member interviews with the intention of connecting members to membership and programs based on individual interests and goals. The individual will work in a team-oriented environment.
For information on Y Employee Perks, click on this link: Employee Benefits | YMCA of San Diego County (ymcasd.org)
Schedule
Location: Mission Valley YMCA
Shift Times:
Weekdays open availability until 10:30 pm
Weekends open availability until 7:30 pm
Must be available to work holidays
Responsibilities
Model the YMCA character values of caring, honesty, respect and responsibility in all aspects of position responsibilities, particularly through actions and conversation with members
Educate members that the YMCA is a non-profit charitable organization
Promote membership and programs and serve as an advocate for the YMCA
Monitor access to facility by ensuring members and participants check-in upon arrival to the facility
Answer all incoming phone calls in a courteous and timely manner; route incoming calls to appropriate departments and staff
Engage in active listening with members to build relationships, understand individual's goals and interests and take the initiative to assist in the achievement of those goals
Maintain working knowledge of branch and association programs to communicate and share information to members and participants
Greet, interview, and tour future members using cause-driven sales and engagement techniques
Using cause-driven sales and engagement techniques and proper administration procedures, accurately process all membership sales, membership upgrades/downgrades, and membership renewals
Conduct member engagement and conversion efforts for all membership inquiries and tours which did not result in a join
Conduct member retention and communication efforts regarding debt collection and membership renewals
Accurately process branch insufficient payment collection transactions
Process membership cancellation requests with the intent to retain members
Implement, distribute and communicate all membership marketing campaigns and any sales related promotions
Connect members to specific programs and services; process program enrollments with the intent to increase member utilization of services
Accurately process transactions and handle cash transactions in accordance with cash handling, association, and branch policies and procedures
Process program enrollment transfers and age overrides
Build positive member relationships and cultivate member Y stories with the intention of increasing participation in our Y's Support Campaign
Maintain working knowledge of scholarship programs, while actively encouraging and assisting members in the successful completion of the application process
Responsible for processing membership and program scholarship applications
Enter data accurately and in accordance with association data entry procedures
Responsible for completing end of shift procedures, balance and account for all transactions
Process program enrollment transfers and overrides in TREC when necessary
Follow YMCA policies and procedures. Inform appropriate staff of any policy or safety concerns
Visual and auditory ability and willingness to respond to critical incidents and the physical ability to act swiftly in an emergency and follow the branch emergency plan
Ability to work as part of a team. Develops harmonious relationships with staff, members, guests and volunteers
Other duties as assigned
Qualifications
6+ months of sales and relationship-building experience preferred
Passion, enthusiasm, and commitment to the mission and cause of the YMCA
An enthusiastic personality with the desire to serve members, volunteers, guests, participants and staff to create a culture of service within our centers
Conflict resolution skills, and ability to demonstrate sound judgment and initiative
Experience with basic Windows based applications
Possess basic math, grammar, and spelling skills to complete transactions
Ability to sit and stand for extended periods of time
Licensing, state law and our government funders require that staff within YMCA of San Diego County be fingerprinted, prior to reporting to work, and include subsequent arrest notifications
CPR/AED, and First Aid Certification, must include Adult and Child/Infant, obtained within 30 days of hire and must be from one of the following certifying organizations:
American Red Cross
American Heart Association
American Safety & Health Institute
YMCA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if the YMCA is concerned about conviction that is directly related to the job, you will be given the opportunity to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement.
Pay Range USD $17.75 - USD $20.41 /Hr.
Auto-ApplyPlanet Fitness - Member Services Representative - Part Time - Murrieta
Finance service representative job in Murrieta, CA
Murrieta, CA24380 Village Walk Place, Murrieta, CA 92562, United States of America Pay :
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.
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