Finance service representative jobs in Rocklin, CA - 935 jobs

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 the heart of New York City's 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 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Taiga Building Products has a full-time, permanent opportunity at our Rocklin branch for a Commodity Trader. As a key member of the Commodity team, the Trader will report directly to the Management Team. We are looking for a competitive, entrepreneurial, assertive, and professional team player to join our growing team. OUR COMPANY: We are an established international wholesale distributor of building products, with branches across Canada and the U.S. With over 50 years of reliable service, we are a publicly listed company on the TSX, offering competitive compensation and a full benefits package. MAIN RESPONSIBILITIES & DUTIES: * Being extremely competitive, a visionary in their select market and area of expertise * Establish, grow and maintain close and effective relationships with key customers and suppliers. * Market penetration through existing contacts and assertive and quickly develop new contacts * Have the product / industry knowledge and ability to identify opportunities for customers, (alternative more economical / efficient products to suit their needs) * Ability to work with branches and procurement to enhance synergies. * Customer service with product information and after-sales service (shipping information/tally revisions/claim processing) * Strong personality for dealing with difficult situation * Nimble in the approach, "outside the box thinking" * Prepare various internal paperwork and reports * Proven track record of targeting and growing accounts * Attend periodic meetings and trade shows as required. SKILLS & QUALIFICATIONS: * Preferred - 3-5 years Lumber trading and/or buying experience * Proven record delivering superior customer service * Strong relationship-building skills * Able to meet and exceed performance targets * Inventory - Ability to manage inventory turnover and aged inventory. * Full Cycle Accountability - Responsible for the whole cycle of sales including claims and inventory management. * Considerable experience making profit-based decisions based on the weight of all factors * Microsoft Office proficiency * Excellent verbal and written communication skills * Professional and polished in appearance. COMPENSATION: * Annual Salary: $ 90K to $100K plus (based on experience and qualifications) * Comprehensive benefits package including medical, dental, and company-matched 401(k) * Paid time off and holidays * Discretionary Bonus Program * Opportunities for growth within a stable, growing company HOW TO APPLY? If you're eager to contribute to a growing team and ensure operational efficiency, we encourage you to apply with your resume, referencing " Commodity Trader - Rocklin " to ******************** . Only candidates selected for an interview will be contacted. WHY WORK FOR TAIGA? Equal opportunity employer, leading wholesale distributor of building products within North America! Check us out at ********************** Application Deadline: Posting date: December 8, 2025 City: Rocklin Prov/State: California

Manages sales campaigns with the intent of either scheduling appointments for sales to improve sales productivity or by gaining business via direct quote/follow up. Assesses customer satisfaction with MTG products and services via conducting surveys and provides insights for addressing customer concerns. Works closely with SBU Sales Leaders, Sales, Corporate Marketing and Customer Service. Position Accountabilities 1.Place outbound calls with the prime purpose of scheduling appointments for sales with new or existing customers, notifying sales of committed appointment times and then following up with a courtesy call to determine customer satisfaction/needs. 2.Provides quotes or completes the sale, if campaign appropriate to directly gain new business. 3.Probes and identifies problematic situations/opportunities that could protect or yield new business for MTG and communicates the information to the appropriate function for follow up. 4.Restocks store merchandise as needed. Arranges stock on shelves or racks in sales area and keeps merchandise in order. Marks or tickets merchandise. 5.Manages requests for products, price and technical information. 6.Assist in warehouse in shipping & receiving, inventory stocking, cleaning, labeling, or other tasks. 7.Maintains showroom cleanliness by procedures set forth by management. 8.Identifies sources of leads and manages the pre-qualification process in collaboration with sales and corporate marketing. 9.Tracks result of outbound campaign efforts. 10.Backs up inbound customer service, as needed. 11.Comply with all DOT and OSHA regulations. 12.Ensure all safety rules are strictly observed. 13.Perform other projects and duties as assigned. Qualifications * High School Graduate with diploma and/or prior experience in outbound calling/inside sales, outside sales or marketing desirable. * Excellent customer service skills. Ability to establish and manage customer relationships * Ability to work independently and under some pressure to meet deadlines. * Demonstrates a clear and effective speaking manner for the purpose of explaining information to customers and employees. * Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. * Ability to learn MTG's business/product types/organization/transaction systems * Excellent Telephone Communications Skills * Excellent Organizational Skills * Intermediate level knowledge of Microsoft Office applications (Word, Excel, Outlook E-mail). Pay Rate: $26.00 to $28.00 per hour DOE. Physical Demands: Stationary Position - Frequently Move/Traverse - Frequently Stationary Position/Seated - Occasionally Transport/Lifting - Occasionally Transport/Carrying - Occasionally Exerting Force/Pushing - Occasionally Exerting Force/Pulling - Occasionally Ascend/Descend - NA Balancing - NA Position Self/Stooping - Occasionally Position Self/Kneeling - Occasionally Position Self/Crouching - NA Position Self/Crawling - NA Reaching - Frequently Handling - Frequently Grasping- NA Feeling - NA Communicate/Talking - Constantly Communicate/Hearing - Constantly Repetitive Motions- Occasionally Coordination -Frequently Matheson is an Equal Opportunity Employer that complies with the laws and regulations set forth under EEOC. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. EOE AA M/F/VET/Disability

Shift: Day (8:00 a.m. - 5 p.m.) Schedule: Monday through Friday, with occasional weekends as workload dictates - remote work is not available. The Customer Service Representative (CSR) is the first point of contact for customers and builders, handling heavy telephone and email traffic with professionalism and urgency. This role ensures accurate scheduling, superior communication, and proactive customer engagement that reflects Villara's commitment to service excellence. A successful CSR is energetic, proactive, reliable, and passionate about creating outstanding customer experiences. Technical Responsibilities of the Job • Create, update, and manage customer and builder work orders in ServiceTitan with accuracy and attention to detail. • Book, reschedule, and confirm appointments for service and installation with appropriate time allotments. • Support field technicians and supervisors by ensuring up-to-date work order information and clear communication. Handle a high volume of inbound and outbound calls, emails, and web inquiries. • Provide consistent, professional communication with internal and external customers. • Make outbound “happy calls” to confirm satisfaction and educate customers on available programs or promotions. • Identify customer needs and proactively offer promotional items, extended warranties, or membership opportunities. • Resolve customer issues to mutual satisfaction, escalating as needed while maintaining professionalism. • Maintain Lean work area standards and contribute to process improvements. • Other duties as assigned. Behavioral Responsibilities of the Job • Exhibit exceptional communication, empathy, and professionalism in all interactions. • Demonstrate initiative and self-leadership - take ownership of results without waiting for direction. • Manage multiple priorities efficiently while maintaining composure and accuracy. • Maintain a positive, team-oriented mindset and contribute to a supportive work environment. • Embrace feedback, learning, and growth opportunities. • Show enthusiasm for promoting Villara's mission and representing the brand. • Display resilience and confidence when handling customer rejections or difficult calls. • Be punctual, reliable, and accountable for personal performance. Leadership Responsibilities • Lead by example through professionalism, integrity, and accountability. • Support peers by sharing knowledge and best practices. • Actively participate in continuous improvement and Lean initiatives. • Seek to exceed expectations - go beyond what is asked to ensure team success. Training/Certification • Minimum of 1 year in a customer service or administrative role • Typing 45+ WPM • Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint • Familiarity with ServiceTitan or similar dispatch/scheduling software preferred • Demonstrated customer service and persuasive communication skills Education High School Diploma or GED Individuals must be able to physically: All physical requirements are noted on the Physical Requirements document. Working conditions and management style: Self-management is critical to success - arriving on time, staying on task, asking for assistance when needed etc. Performance Standards: • Maintain a professional attitude and image in all interactions. • Adhere to attendance, punctuality, and conduct standards. • Meet or exceed department KPIs, including: - Call booking percentage - Customer satisfaction scores - Memberships sold/renewed - Schedule accuracy and call handling time • Contribute to a positive, solution-oriented work environment.

About the Role Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien) Knowledge of the Preliminary Notice and Lien Release process within various States. Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time. Here's a Snapshot of How You'll Contribute to Our Team Strong attention to detail with proven time management, planning & organisation skills Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values Self-motivated, results driven and strong problem-solving skills Great attention to detail with the ability to prioritise tasks and meet deadlines Excellent interpersonal and communication skills - oral and written Excellent multitasking and analytical skills Who We're Looking For Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset. 2+ years related experience Excellent computer skills for word processing and excel spreadsheet analysis Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner Ability to work with difficult customers and resolve problems and issues Occasional travel to the US may be required Why Choose ICONIX? This is a place where you will be empowered to do your best work. We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered. Base Pay: $29.75 - $34.50 per hour Employee Incentive Plan (Annual Bonus)* Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays) Flexible health benefit plans (medical, dental, vision, ancillary) 401(k) plan with employer matching Education assistance Professional development Scholarship program Flexible work arrangements Referral bonuses Employee discount programs Comprehensive employee assistance program *For eligible employees. Ready to build your career and realize your full potential? Apply now and join the flow! #IWW ICONIX. Real People. Real Service. Real Solutions. ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks. Working at ICONIX Means Being Part of a Greater Organization ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group. Follow Us on Social Media

The Resident Services Representative position is the first point of contact between Members and Serrano El Dorado Owners' Association. Knowledge of Excel and Word will aid in the completion of various administrative duties and reports. A professional appearance, and a friendly, helpful demeanor is required. Compensation: $22-24/hr. FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future. Job Responsibilities: include the following. Other duties may be assigned. * Take calls from homeowners and vendors and handle the matter or refer to the appropriate staff member. * Consistent use and maintenance of information in Connect. * Association holds a small number of social events for Members and their guests and staff may be required from time-to-time to assist with set-up, and other event preparations and/or to work the event as assigned. * Open, review, separate, date-stamp and distribute mail received. * Process and Federal Express or courier packages for Community Management staff. * Support staff as requested to complete filing, typing, completion of letters, flyers, and other communications as requested. * Operate and manage the office telephone system. * Assist in the assembly/mailing/postage of mass mailings. * Assist with light general maintenance and set-up may be required occasionally. * General filing, copying, and other administrative duties as may be required. * Maintain an organized and clean workspace according to the company procedures. * Complete company training as assigned, attend all mandatory company functions, complete timecard as per policy and adhere to FirstService Standards of Operation. * Attend all company mandatory functions. * Comply with company policies and procedures. * Other duties and assignments may be required. Skills & Qualifications: * Must be knowledgeable and adept with Microsoft Outlook, Word, and Excel * Must have administrative background and be able to demonstrate organizational skills and the ability to prioritize * Demonstrates effective oral and written communication skills * Must be able to independently answer and place telephone calls * Must have excellent customer service skills * Must be able to handle multiple tasks concurrently * Public charisma and ability to develop positive relationships * Organizational and time management skills with demonstrated ability to multi-task * Strong ethical practices * Ability to think and work independently and as part of a team. * Works effectively with co-workers, clients, customers, and others by sharing ideas in a constructive and positive manner * Addresses problems and issues constructively to find mutually acceptable and practical business solutions * Use of good judgement Education & Experience: * High School Graduate or equivalent * Minimum of one-year (1) administrative assistance work, preferably in the public or private sector of property management. * Proficient in English * Excellent general math skills * Serrano El Dorado Owners' Association is open Monday through Friday from 8:00 am to 5:00 pm Physical Requirements and Working 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. * Must be able to lift 35 lbs. * Must be able to sit for extended periods of time * Must be mobile in order to move around the office to make copies and send mail/faxes * Must be able to effectively receive telephone calls and voice mail messages * Must be able to respond to requests and communicate with staff, co-workers, clients, and vendors * Outdoor set-up work required for events * Must have finger dexterity for typing/using a keyboard * The work schedule of this position will require, from time-to-time, hours over the 4 or 5 hours, with breaks per labor standards * Consistent and regular attendance required Tools & Equipment Used: * General office equipment What We Offer: * Medical, dental, and vision plans (full time and part time 30+ hours) * Part time 20+ hours qualify for dental and vision * 401K match * Time off including vacation, sick, and company paid holidays * Pet insurance available * Tuition reimbursement * Legal services * Free emotional wellbeing and daily life assistance support for all associates * Domestic partner coverage * Health savings account * Flexible spending account About Us: FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada. Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development. Experience exceptional service with a fulfilling career in property management with FirstService Residential. To learn more about our company and culture, please visit ******************************** Disclaimer The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time. FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check. Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics. Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company. Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.

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.

Pay Transparency: $16.50 - $17.00 per hour (DOE) Role and Responsibilities The Service Desk Representative is a high profile customer service position delivering beyond our member's expectations. They contribute to member retention, as well as new membership sales. This person has the responsibility of being responsive to members; checking members in and acting as a resource for members' needs of goods and services while in the club facilities. The Service Desk Representative acts as the clubs first line of communication with members and creates a friendly and welcoming environment. Specific Responsibilities Essential Functions * Greet members/guests enthusiastically and efficiently handle the check-in process * Answer telephone and field calls * Schedule services appointments and take reservations either in person or by phone * Assist members with purchases of retail goods and club services * Present membership information to prospective members, as well as refer them to Member Sales Department * Be knowledgeable about all programs and activities offered throughout the center * Promote club services and activities * Assist with keeping the club well stocked and clean * Inventory of food items as well as locker and laundry service * Maintain communication log and lost & found ledger * Handle member injury and illness incident reporting * Administer emergency care to members and guests in need of assistance * Work as a TEAM with all other departments * Other duties and responsibilities as assigned by supervisor Other Functions * Promote club services and activities * Assist with keeping the club well stocked and clean * Attend Active Wellness site meetings and trainings * Handle injury and illness and security incident reporting

Pacific Coast Producers (PCP), a growing agricultural cooperative with food production facilities across the West Coast, is seeking a Customer Service Representative to join our team at our C orporate Headquarters in Lodi, CA. PCP is investing in its people and advancing a culture of service, where each employee can do their best to make affordable, high-quality food for customers across North America. Pay Rate: $19-$21 per hour; candidate will be paid based on their work experience and skills. This is a full-time, on-site role based at our corporate headquarters in Lodi, CA. The Customer Service Representative will report to the Customer Service Supervisor and will perform a wide range of administrative and clerical duties for the department to facilitate the efficient operation of the organization. Requirements Two or more years of administrative office experience preferably in a distribution and/or inventory office. Demonstrated proficiency with MS Word and Excel. Experience using an ERP system such as JD Edwards is preferred. Excellent verbal and written communication skills. Proven ability to perform with a high degree of accuracy and attention to detail. Capable of building strong relationships both internally and externally. Ability to resolve routine and complex issues and promote customer satisfaction. Proven ability to work with limited supervision and follow projects through to completion Benefits Medical, Dental and Vision 401k employer matching up to 4% Life Insurance AD&D Insurance Flexible Spending Account Paid Holiday and Vacation Parental Leave Bereavement Leave Education Assistance Continued Skills Training About PCP Summary Established in 1971, Pacific Coast Producers is a cooperative owned by over 165 family farmers that grow and deliver various produce, including tomatoes, peaches, pears, grapes, cherries, and more, to production facilities in California and Oregon for processing and packaging. With over 3,000 dedicated employees, PCP strives to produce the finest quality products for customers across all channels of trade, including grocery retailers and foodservice distributors throughout the United States and Canada. Nestled in the heart of San Joaquin County and just a short 45-minute drive from Sacramento, our corporate headquarters is located in the charming city of Lodi, CA. Lodi is renowned for its rich history in winemaking and agriculture, as well as its vibrant downtown area and close-knit community. With a great quality of life, Lodi offers a welcoming environment to those seeking a relaxed and enjoyable lifestyle. AA/EEO Policy Statement Pacific Coast Producers is an affirmative action and equal opportunity employer. No employee or applicant will be discriminated against in any condition of employment because of race, color, national origin, sex, religion, age, disability, veteran status, or any other status protected by law.

Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!

Pay range of $18-$22/hr will be for our AM Shift (7:30AM - 3:30pm) This position is responsible for departmental interfacing with customers regarding their product throughput. Responsible for the customer's inventory accuracy and record keeping. Responsible for developing and maintaining positive customer relations and coordinating with various functions within the company to ensure customer requests are handled appropriately and in a timely manner. ESSENTIAL FUNCTIONS: · As this position has the ability to substantially affect the relationship between the company and a customer, either from a financial standpoint or product standpoint, it is imperative that the CSR be thorough, accurate, detail-oriented, customer services focused, professional, highly communicative, effectively multi-task and demonstrate the ability to work efficiently in a fast-paced, high volume environment. · Processes orders by EDI, fax or email. · Inputs receiving and shipping of customers goods into Warehouse Management Systems. · Resolves inventory, receiving, shipping and invoicing problems. · Participates in physical inventory counts. · Anticipates and corrects problems in delays and any additional information needed by customer. · Forwards to the Customer documents and records upon request. · Follows-up on orders to ensure delivery by specified dates. · Checks orders to ensure they are accurate with regards to quantity shipped. · Prints and supplies special labeling when required to the shipping department. · Receives and checks customer complaints. Consult with warehouse or common carrier personnel to expedite or trace missing or delayed shipment. · Act as a backup for other Customer Service Representatives. · Maintains thankful, respectful, polite, and courteous attitude. · Performs other related duties as required. · Other duties as assigned. QUALIFICATIONS/EDUCATION/EXPERIENCE: · High School Diploma or GED (required). · 2-4 year college degree/certification preferred. · 3+ years of experience or equivalent combination of education and experience. · Proficient in MS Office, specifically Excel, Word and Outlook. · Excellent oral/written communication skills. · Familiar with current product lines and customer base. · Excellent customer relationship skills. · Organized with an ability to know customers activities and status ongoing. · Ability to read and interpret documents such as procedure manuals, work instructions, software manuals. · Displays maturity and assertiveness. · Organizational skills and ability to meet deadlines. · Prior experience with the general public (customers) is a plus. PHYSICAL DEMANDS AND WORK CONDITIONS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and/or hear. The employee frequently is required to use hands and/or fingers, handle, and/or feel objects, tools and/or controls. The employee is occasionally required to stand; walk; sit; reach with hands and/or arms; climb and/or balance; and/or stoop, kneel, crouch, and/or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. NOTE: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. LEGAL DISCLAIMER: This document is intended for informational purposes only and by no means should replace or substitute other legal documents (governmental or non-governmental) reflecting similar content or advice. If you have legal questions concerning your situation or the information provided, you should consult professional counsel. BENEFITS: (if working over 30 hours per week) · Medical, dental, vision, and basic life/AD&D (a portion will be paid by employer) · Paid Time Off (PTO) · 401K Plan

Job DescriptionBenefits: Bonus based on performance Competitive salary Paid time off ROLE DESCRIPTION: As a life insurance sales representative with the Dr. Aaron Williams State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable customer resource and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice based on life insurance. Assist clients with portfolio management and asset allocation in the category of life insurance. Conduct financial reviews and recommend appropriate products. Maintain compliance with regulations. QUALIFICATIONS: 1+ years of experience in life insurance sales Strong analytical and communication skills. Life Insurance licensed

Job DescriptionBenefits: Opportunity for advancement Paid time off Training & development 401(k) ROLE DESCRIPTION: As an Financial Services Representative State Farm Agent Team Member for Shoua Lee - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Promote successful and long-lasting customer relations. QUALIFICATIONS: Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Experience managing client relationships is preferred Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal, and listening Dedicated to customer service Able to anticipate customer needs Able to effectively relate to a customer BENEFITS: Paid time off (holidays and personal/sick days) Salary plus commission/bonus Growth potential/opportunities for advancement within my agency

Job DescriptionBenefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation We are looking for a high-performing Dealer Automotive Sales Representative/Finance to join our successful dealership. If you have a proven track record of sales experience/Finance and fantastic communication skills, we want to hear from you. As an Dealer Automotive Sales Representative/Finance you will grow our customer base by identifying potential customers, keeping in touch with existing customers, and making sure that everyone has a positive purchasing experience. You will greet guests and build rapport, answer questions about vehicles, and facilitate test drives. Mentorship programs, ongoing education. This is a great opportunity for someone with strong interpersonal skills and sales experience. Responsibilities Greet customers as they arrive at the dealership Create a professional environment that builds rapport and puts customers at ease Answer customer questions about new and used cars, vehicle specifications, and the loan application process Use CRM software to maintain a customer database you will use to drive automotive sales Conduct test drives and demonstrate vehicle features Use strong negotiation skills to complete the sales process while maintaining a high level of customer satisfaction Qualifications High school diploma or GED equivalent is required; a bachelors degree is preferred Valid state-issued drivers license and clean driving record are required Prior sales experience in a dealership or showroom setting is preferred Excellent communication and negotiation skills Ability to manage time and serve customers with little supervision Benefits . Medical . Dental . Vision

At Kelly Services, we work with the best. Our clients include 99 of the Fortune 100TM companies, and more than 70,000 hiring managers rely on Kelly annually to access the best talent to drive their business forward. If you only make one career connection today, connect with Kelly. Job Description Currently seeking a Customer Service Representative (Concierge) in El Dorado Hills, CA. This is contract opportunity with a possible extension. Position Descriptions: Responds to and resolves customer inquiries via telephone and correspondence, and resolves claims problems within established production and quality standards. Provide “Concierge” service to large group clients by resolving member issues. Ability to troubleshoot, research issues and problem solve within tools provided. Be liaison between members/providers/insurer to resolve member issues. Handle and resolve complex member issues. Job Requirements: Must have customer service and/or call center experience Must be available work on any day of the week including weekends Health and/or medical experience a plus HS Diploma required, some college preferred Strong Customer Service skills required Qualifications Must have customer service and/or call center experience Must be available work on any day of the week including weekends Health and/or medical experience a plus HS Diploma required, some college preferred Strong Customer Service skills required Additional Information In addition to working with the world's most recognized and trusted name in staffing, Kelly employees can expect: · Competitive pay · Paid holidays · Year-end bonus program · Recognition and incentive programs · Access to continuing education via the Kelly Learning Center

JobID: 210651390 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $100,000.00-$120,000.00; Oakland,CA $100,000.00-$120,000.00; Santa Clara,CA $100,000.00-$120,000.00; Sacramento,CA $100,000.00-$120,000.00; Sonoma,CA $100,000.00-$120,000.00 You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to drive new client acquisition in partnership with the bankers * Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills * 3+ years in a similar banking, venture, credit or treasury role * Outstanding professional reputation and integrity * Strong leadership skills required * Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment * Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly * Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills * Bachelor's degree preferred * Superior knowledge of the market dynamics and its business environment preferred * Excellent problem solving, oral, and written communication skills

TITLE: FINANCIAL ADVISOR STATUS: EXEMPTREPORTS TO: MANAGER - INVESTMENT SERVICESDEPARTMENT: INVESTMENT SERVICESJOB CODE: 3201 PAY RANGE: $68,640.00 ANNUALLY $90,000.00 during the Territory Building Period ((2) full production years) $68,640.00 following the Territory Building Period. General Description: Meet with Credit Union members to advise, develop, recommend, implement and monitor financial planning and investment products and services. The primary products utilized are mutual funds, annuities, 529 plans and life insurance. Tasks, Duties and Functions: Meet with members to mutually define their personal and financial goals, needs and priorities for the development of individual financial plans. Introduce non-deposit investment and insurance products maintaining compliance standards set forth by the NASD, SEC and current broker dealer's compliance officer. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti money laundering laws appropriate to the position. Develop, maintain and update member-client information and files in an accurate and compliant manner. Conduct member-client portfolio reviews on a periodic basis. Meet with assigned branch managers and staff on a regular basis to educate on referral opportunities and to encourage referral activity. Work with the Education Department to conduct investment related workshops for management, staff, and/or members. Keep up to date and knowledgeable of current investment products offered through our broker/dealer. Complete and submit weekly activity reports, annual marketing and business plans, quarterly business plan reviews and other reports as assigned on a timely basis. Answer general questions from members in regard to investment and credit union products and services. When appropriate promote cross-referrals or cross-sales of credit union products. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OFTHESE TASKS: Sufficient manual dexterity to skillfully operate an on-line computer terminal, financial calculator, and other standard office equipment, including, but not limited to an adding machine, facsimile machine, and telephone. Effective oral and written communications skills to make presentations and discuss products and services. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Management group and staff. EXTERNAL: Members, non-members, Securities Dealers, Insurance carriers, various vendors and Credit Union league personnel. QUALIFICATIONS: EDUCATION: Bachelors of Arts degree is desired or equivalent experience in the personal investment field. EXPERIENCE: Three years of experience in the sales and delivery of personal investment products and services with at least one year experience in a financial institution. KNOWLEDGE/SKILLS: Personal computer, oral and written communication skills, organizational skills, knowledge of credit union rules, regulations and policies, knowledge of Microsoft Outlook, Word, Excel, and Access, member relations skills, ten key, HP Calculator, and Facsimile machine skills. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday. Normal corrected vision and hearing range. A telephone device to enhance hearing will be provided if needed. Frequent travel. REQUIRED LICENSES/CERTIFICATIONS California Insurance Licenses: Life & Disability. FINRA license 7 and 66 registration Long Term Care License Financial Planning / Wealth Management Designation or obtained within two (2) years : CFP, CWS, ChFC, AIF, AAMS, CWM, WMS, CWMS, MFP, MCEP Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

Application Deadline: 01/19/2026 Address: 540 N. El Dorado St. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $45,900.00 - $75,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Here at green field services we take pride in providing the highest quality work possible. We have a highly trained crew, with decades of combined experience. We provide all excavation, and underground utility services. Including land clearing, mass excavation, structural excavation, grading and compacting, sewer storm and water mainlines, installation of all underground structures. We also service lines for all wet utilities. Job Description Job Summary The Customer Service Representative (CSR) is responsible for providing effective customer service for all customers by using knowledge of company products and services. CRS's interact with customers to provide information in response to questions, concerns and complaints by phone and Internet. Expert communication and listening skills are a must for this challenging and rewarding position which is often the “face” of the company to the customers. By listening effectively to find the root cause of issues, and communicating in a clear and friendly way, the Customer Service Representative is able to solve the issue and provide a positive customer experience. Customer Service Representatives know how to diffuse a tense situation and do everything within reason to quickly and effectively resolve the issue. Responsibilities: Manage and prioritize multiple concerns simultaneously. Provide appropriate and correct information to incoming customer order status and product knowledge requests. A positive attitude, even when faced with misplaced criticism or frustration. The ability to learn quickly and move on from both success and failure. Process customer orders/changes/returns according to established department policies and procedures. Work closely with the credit department to resolve disputed credit items. Provide timely feedback to company management regarding challenges or customer concerns. Partnership with the sales team to meet and exceed customer's service expectations. Listen, document, and help resolve conflicts with customers. Document the patterns and queries that may indicate a larger problem with the product or service that needs to be resolved. Qualifications Requirements and Qualifications High School diploma. Previous customer service experience. Computer experience and aptitude. Previous experience with corporate phone systems or switchboard. Patience in dealing with confused or irate customers. Problem-solving skills, and the ability to think under pressure. Commitment to continual education about the company, products and services. Additional Information Benefits include: Competitive salary based on experience and qualifications Medical Insurance Dental Insurance Paid Time Off Holiday Pay 401k Plan