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  • Relationship Banker - Folsom Area

    Bank of America 4.7company rating

    Finance service representative job in Folsom, CA

    Folsom, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-37k yearly est. 4d ago
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  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Finance service representative job in Sacramento, 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 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 ***************************
    $72k-121k yearly est. Easy Apply 60d+ ago
  • Full Time Customer Service Officer - $22.66/hr (#726)

    Sunstates Security 3.8company rating

    Finance service representative job in Sacramento, CA

    Become part of one of the largest and fastest-growing privately held security companies in the U.S! Since 1998, Sunstates Security has built a national reputation for delivering exceptional services while fostering high-quality work environments for our team. We are dedicated to hiring, developing, and retaining a professional workforce that reflects our commitment to excellence. We believe in strategic reinvestment in our people by offering a benefits package that exceeds industry standards, pathways for career advancement, extensive internal training, and employee recognition programs. Our team members are provided with the tools, knowledge, and hands-on management support necessary for long-term success. Our commitment to a superior workplace culture is reflected in our most recent national accolades. Sunstates Security is proud to be recognized as a 2026 Forbes Dream Employer, an honor based on independent employee feedback and workplace excellence. Additionally, we have been named a 2026 Training MVP by Training Magazine, marking the third consecutive year we have accepted this prestigious recognition. We also continue to be celebrated for our steady growth and stability on the Inc. 5000 list of America's fastest-growing private companies. At the heart of everything we do are our core values of honor, integrity, and trust. If you are searching for a rewarding career with a proactive security partner that protects some of the country's leading organizations, we invite you to explore the possibilities at Sunstates Security. Join a successful, growing team where your talent is appreciated and have opportunities to advance your professional career. Job Skills / Requirements HIRING IMMEDIATELY Sunstates Security is hiring a Full Time Customer Service Officer in the surroundings areas of Sacramento, CA area, with a pay rate of $22.66/hr, paid weekly. Schedule: Thursday to Monday 10:00 PM- 6:00 AM Includes a positive work environment with the following benefits: Commute-friendly location Extensive industry training Advancement opportunities Requirements: CA Guard Card/ 40-hour Certificate preferred CPR Card To be considered, only those applicants who have submitted their most recent applications/resumes will be reviewed. Successfully complete Sunstates background check which includes a 10 Panel Drug Screen and the clients more extensive background check Must be 21 years of age or older with a valid driver's license, a clean driving record, and more than 3 years of driving experience Responsibilities: Provide exceptional customer service by upholding our standards in a friendly, professional, and courteous manner. Conduct exterior and interior patrols of multiples building at a given time. Ability to answer questions in a timely and professional manner for corporate employees and visitors. Natural composure and an infectious attitude towards arising issues with the ability to adapt quickly and develop practical solutions with minimal supervision. Prepare all required written reports in an ongoing and timely manner, including but not limited to: Daily Activity Reports (DAR's) and Incident Reports. Ability to use Technology in a proficient way using platforms like Slack, & Emails. Operating phones, radios, and computer systems and applications such as MAC IOS, Microsoft Office 365, and Google Suites Monitoring Closed Circuit Television (CCTV) and alarm panels for emergencies and potential issues Following site specific post orders, pass down messages, and being in compliance with employee handbook guidelines at all times Conduct interior and exterior patrols within an office, and industrial complex A Security Officer may perform a multitude of duties as specified by the Post Orders and Standard Operating Procedures (SOP). The Security Officer will read and become extremely knowledgeable of Post Orders and SOP, and will be able to act quickly and efficiently according to such directives. Education Requirements (All) High School diploma or equivalent Certification Requirements (All) CA Guard Card Additional Information / Benefits The Sunstates customizable benefits package includes the following minimum components: Affordable Care Act compliant Medical Benefits Program Dental Insurance Program Free Life Insurance Disability Insurance Paid Time Off & Bereavement Leave Paid Holidays Direct Deposit or Pay Cards Employee Incentives Referral Bonuses Employee of the Month Award Education Reimbursement Service Awards Employee Involvement Initiatives Management Mentoring and Support Career Advancement 401K program Only candidates who meet our rigorous employment standards and who are excellent matches for open positions (as personally verified by Site Managers) are invited to join our security team. We are proud to be an Equal Opportunity Employer and supporter of our military veterans! Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Short Term Disability, 401K/403b Plan, Educational Assistance This is a Full-Time position 3rd Shift, Weekends.
    $22.7 hourly 28d ago
  • Commodity Trader

    Taiga Building Prod

    Finance service representative job in Rocklin, CA

    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
    $90k-100k yearly Easy Apply 23d ago
  • Customer Service Representative

    Villara 4.0company rating

    Finance service representative job in McClellan Park, CA

    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.
    $33k-42k yearly est. 17d ago
  • New Accounts Representative- Roseville, CA Branch

    Oak Valley Community Bank 4.2company rating

    Finance service representative job in Roseville, CA

    New Accounts Representative - Roseville Branch Oak Valley Community Bank Roseville, CA | Full-Time | Retail Banking Group Salary Range: $41,000 - $55,000 annually- Non-exempt Schedule: Monday-Friday About the Role Are you ready to take the next step in your banking career? Oak Valley Community Bank is excited to open a new branch in Roseville, CA, and we're looking for a motivated New Accounts Representative to join our team. This is a great opportunity for current Tellers or New Accounts staff who are passionate about customer service and eager to grow within the organization. As a New Accounts Representative, you'll be the face of the bank for new customers, helping them open and manage accounts, cross-sell products, and build lasting relationships. You'll also perform teller transactions and support the branch team in delivering exceptional service. What You'll Do Open, maintain, and close various account types (checking, savings, IRAs, CDs, etc.) Interview customers to understand their financial needs and recommend appropriate services Cross-sell bank products and services, including safe deposit boxes Process check orders, verify customer information, and maintain accurate records Perform teller duties including cash handling, deposits, and withdrawals Ensure compliance with bank policies and federal regulations (including BSA) Provide excellent customer service and follow up on customer inquiries Maintain a positive, solutions-oriented attitude and take initiative daily Minimum Requirements High school diploma or GED 1+ year of experience in banking, or financial operations Basic knowledge of banking regulations and compliance Intermediate computer and typing skills Strong math and cash handling abilities Excellent verbal and written communication skills Ability to work independently and manage time effectively Preferred Qualifications Experience as a Teller or New Accounts Representative Familiarity with ChexSystems and online check ordering Proven ability to cross-sell financial products Knowledge of general office practices and banking software systems
    $41k-55k yearly Auto-Apply 60d+ ago
  • Resident Services Representative

    Firstservice Corporation 3.9company rating

    Finance service representative job in El Dorado Hills, CA

    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.
    $22-24 hourly 2d ago
  • Customer Financial Services Representative (AR/Collections)

    Iconix Waterworks

    Finance service representative job in Sacramento, CA

    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
    $29.8-34.5 hourly Auto-Apply 13d ago
  • Part Time (30 hours) Associate Banker, Grass Valley Brunswick, Grass Valley, CA

    JPMC

    Finance service representative job in Grass Valley, 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.
    $50k-103k yearly est. Auto-Apply 60d+ ago
  • Service Desk Representative

    Active Wellness 4.2company rating

    Finance service representative job in Vacaville, CA

    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 Qualifications Qualifications and Education Requirements Previous health club personal training experience is a plus. Previous experience with Member Management Systems is a plus. Basic accounting skills, customer service skills, results oriented, basic computer skills, ability to multitask, and commitment to the fitness industry Minimum GED/High School Diploma or equivalent Must be detail oriented, organized and highly responsive with a commitment to customer service Strong verbal communication skills Basic computer skills, customer service skills, results oriented, ability to multitask, and commitment to the fitness industry AED/CPR/First Aid Certified Proof of citizenship or legal status Physical and Working Conditions Ability to take the responsibility for the health and safety of others Ability to stand for several hours in a same shift; ability to lift 25 lbs Fitness club environment Must follow OSHA and Active Wellness safety standards This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department. Active Wellness LLC is an equal opportunity employer.
    $16.5-17 hourly 17d ago
  • Part Time Associate Banker Sierra Mountain Roseville (30 hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Roseville, 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** Roseville,CA $22.50 - $27.60 / hour
    $22.5-27.6 hourly 60d+ ago
  • Customer Service Representative

    Pacific Coast Producers 4.3company rating

    Finance service representative job in Lodi, CA

    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.
    $19-21 hourly Auto-Apply 8d ago
  • Financial Services Representative State Farm Agent Team Member

    Shoua Lee-State Farm Agent

    Finance service representative job in Folsom, CA

    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
    $32k-51k yearly est. 20d ago
  • Financial Services Representative - State Farm Agent Team Member

    Aaron Williams-State Farm Agent

    Finance service representative job in Folsom, CA

    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
    $32k-51k yearly est. 17d ago
  • Dealer Automotive Sales Representative/Finance

    Alpha Motorsports of Sacramento Inc.

    Finance service representative job in Sacramento, CA

    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
    $50k-85k yearly est. 13d ago
  • Account Service Associate

    Philadelphia Insurance Companies 4.8company rating

    Finance service representative job in Roseville, CA

    Marketing Statement: Philadelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets and underwrites commercial property/casualty and professional liability insurance products for select industries. We have been in operation since 1962 and are nationally recognized as a member of Ward's Top 50 and rated A++ by A.M.Best. We are looking for a Account Service Associate to join our team Nationwide! Summary: Works under direct supervision of the Regional Account Manager. Provides national support to Independent agents and handles servicing requests for the Account Management team and other duties as assigned. A typical day will include the following: Provides sales support by prequalifying new business and requests additional information in order to complete submission Manages combined book of new and renewal accounts for Independent agents Provides account management support to Independent agents with no dedicated assignment by region, agency or PIC representative. Responsible for reviewing binding conditions to ensure all are met prior and processes bind orders Provides servicing support for Account Management throughout the policy term for all agency types Reviews renewal documentation received through DocuSign and requests additional information needed for underwriting review Responsible for management of Producer Hierarchy and contacts for assigned agencies including managing policy changes on new and renewal business due to agency acquisitions. Works within a scalable team to handle book rolls, acquisitions, or other service requests as required Assists with Independent agent questions about PHLY.com to increase use of self service options Qualifications: High School diploma or equivalent Minimum on 1 year of account management or industry experience; an equivalent combination of education and experience may be substituted - National Range - $51,800 - 57,900 - Ultimate salary offered will be based on factors such as applicant experience and geographic location EEO Statement: Tokio Marine Group of Companies (including, but not limited to the Philadelphia Insurance Companies, Tokio Marine America, Inc., TMNA Services, LLC, TM Claims Service, Inc. and First Insurance Company of Hawaii, Ltd.) is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, sexual orientation and/or any other status protected by law. Benefits: We offer a comprehensive benefit package, which includes tuition reimbursement and a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities. If you enjoy working in a fast paced work environment with growth potential please apply online. Additional information on Volunteer Benefits, Paid Vacation, Medical Benefits, Educational Incentives, Family Friendly Benefits and Investment Incentives can be found at *****************************************
    $37k-44k yearly est. Auto-Apply 1d ago
  • Planet Fitness - Member Services Representative - Part Time - Roseville

    Taymax Group

    Finance service representative job in Roseville, CA

    Roseville, CA1159 Roseville Square, Roseville, CA 95678, United States of America Pay : $16.90 - $17.50 It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities • Greet members, prospective members and guests, providing exceptional customer service. • Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. Take prospective members on tours. Sign up new members calculating rates and monthly payment amounts. Assist the Club Manager in counting out the drawer as needed. • Facilitate needed updates to member's accounts. • Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed. • Assist in maintaining the neatness and cleanliness of the club. Completing daily assigned within first hour of your shift. Helping complete priority cleaning list each day. Completing walk-around and bathroom checks periodically. Helping complete any special cleaning projects as needed. • Other duties and responsibilities based on club needs. Qualifications • Must be 18 years of age or older. • High School diploma/GED equivalent required. • Customer service background preferred. • Basic computer proficiency. • Punctuality and reliability are a must. • Ability to work independently as well as part of a team. • A positive, upbeat attitude and a passion for fitness and health! • Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. • Strong listener with the ability to empathize and problem solve. • Demonstrate diplomacy in all interactions while using appropriate behavior and language. Physical Demands • Continual standing and walking during shift. • Continual talking in person or on the phone during shift. • Must be able to occasionally lift up to 50 lbs. • Will occasionally encounter toxic chemicals during shift. About Us Taymax Group, LP is a multi-unit franchisee of Planet Fitness, which is one of the largest and fastest-growing franchisors and operators of fitness clubs in North America. Taymax owns and operates over 175 clubs in California, Texas, Pennsylvania, Tennessee, Alabama, Florida, Georgia, and Ontario and the Atlantic Provinces in Canada, and has plans to double its club count over the next 5 years. Taymax is one of the largest and fastest-growing franchisees in the Planet Fitness system, consistently experiencing double digit growth per year. Taymax is backed by Trilantic North America, a New York-based private equity firm managing $9.9 billion of aggregate capital commitments. Taymax has been the recipient of several prestigious awards from the franchisor including Developer of the Year in 2016, 2018, and 2019 and Franchisee of the Year in 2018. Taymax's corporate office is located in Salem, New Hampshire. With more than 2,000 locations, Planet Fitness (NYSE: PLNT) is one of the largest and most popular fitness chains in the world. Planet Fitness possesses a highly recognized brand in the high-value, low-price segment of the market. Its core mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which it calls the Judgement Free Zone . More than 90% of Planet Fitness stores are owned and operated by independent franchisees, like Taymax. NOTE: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest in a position with Taymax Group. Taymax Group is an equal opportunity employer in the terms and conditions of employment. We believe in providing an inclusive and diverse workplace environment and welcome talent from all backgrounds and perspectives. Our success is directly related to our people and as a company, we strive to foster an inclusive and diverse environment where we all work toward our common goal; to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone. This commitment applies to all candidates and employees regardless of race, color, ethnicity, citizenship, place of origin, creed, religion, age, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability and any other protected characteristic. Taymax Group welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you are a person with a disability and require accommodation in order to successfully submit an application, please contact Human Resources at ****************** to make an accommodation request. Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
    $16.9-17.5 hourly Auto-Apply 60d+ ago
  • Investment Services - Financial Advisor (Sacramento Area)

    Golden 1 Credit Union 4.3company rating

    Finance service representative job in Sacramento, CA

    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
    $68.6k-90k yearly 16d ago
  • Member Services Representative-Closer

    Crunch Norcal

    Finance service representative job in Granite Bay, CA

    Crunch is a No Judgment Gym that believes in making serious exercise fun by fusing fitness and entertainment. Looking to combine work, fitness and fun? Working at Crunch is more than a job, it's an opportunity to inspire others to reach their fitness goals. Our ‘No Judgments' philosophy attracts a diverse and welcoming group of professionals and makes Crunch an amazing company to work for. We are looking for energetic persons who want to work at a fun, high paced gym. If you are that person, then Crunch wants you! Benefits/ Perks: Great facilities with functional training areas, premier strength equipment, top-of-the-line cardio equipment and more Complimentary CPR/AED Re-certifications Benefits including group health insurance, disability insurance, life insurance, time-off benefits like vacation and holidays, and others. Must maintain full time status. Complimentary Crunch gym membership Discounts on services, products, and much more! Front Desk Representative Responsibilities: Greet all members & guests with a smile and wish them well as they exit the club. Check in all members and guests in accordance with company procedures. Facilitate any messages on club software at member check-in. Answer phones in courteous, helpful, professional manner. Communicate special events to members and guests. Maintain an atmosphere which makes members feel welcome. Facilitate all member requests or forward to a manager. Maintain professional disposition at all times. Understand and follow all policies, procedures and standards. Sell retail products (if sold at the front desk). Schedule member service needs Assist in retail, childcare, etc. desks/areas as needed. Facilitate payment of member services in accordance with company procedures. Know club facility, services, and schedules. Maintain a clean and organized work area. Assist in all projects as delegated by club management. Above position may report to Operations Manager where applicable. Follow all policies and procedures in Employee Handbook. Above description may be subject to change or alteration at any time. Qualifications: Fluent in English Proficient reading and writing skills Good communication skills Strong customer service skills 18+ years of age Experience in a fast-paced environment Multitasking skills High energy and patience required Open availability Crunch provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. l Crunch Fitness is looking for energetic, enthusiastic people that are passionate about health and fitness to join our team. Looking to combine work, fitness and fun? Crunch Fitness is looking for energetic, enthusiastic people that are passionate about health and fitness to join our team. Working at Crunch is more than a job, it's an opportunity to inspire others to reach their fitness goals. Our ‘No Judgments' philosophy attracts a diverse and welcoming group of professionals and makes Crunch an amazing company to work for. Crunch is a gym that believes in making serious exercise fun by fusing fitness and entertainment and pioneering a philosophy of No Judgments. Our gyms are packed with the latest state-of-the-art cardio and strength training equipment, weight room, full service locker rooms with showers, tanning booths, HydroMassage bed, and an extensive schedule of Crunch's signature classes including Zumba , BodyWeb with TRX , Yoga Body Sculpt, Belly Butt and Thighs Bootcamp, and more.
    $32k-45k yearly est. Auto-Apply 60d+ ago
  • Animal Services Officer I/II

    City of Citrus Heights, Ca 3.9company rating

    Finance service representative job in Citrus Heights, CA

    Proposed Hiring Process: Initial Application Period: 1/06/2026 - 1/26/2026 Screening and Review: 1/27/2026 - 1/30/2026 Tentative Interviews will be held Friday February 6, 2026 Under direction, performs a variety of duties involved in the enforcement of various City and state Animal Services ordinance, regulations, and laws governing the care and keeping of livestock and wild and domestic animals in the City; investigates complaints regarding nuisance, stray, uncontrolled, dangerous, wild or diseased animals and issues appropriate citations; transports animals to City designated shelter; prepares written reports for prosecution of local ordinances and state law; provides public information and education to citizens and community groups regarding animal services; and performs other duties related to humane animal protection and control. * Enforces applicable Animal Services codes and licensing ordinances; issues citations for violations of applicable regulations; files criminal complaints with City Attorney or District Attorney; testifies in court or administrative hearings regarding citations and disposition of complaints as necessary. * Responds to and conducts the investigation of complaints regarding animal cruelty and abuse. * Patrols area to capture and confine wild, stray and unlicensed animals; impounds sick, injured, stray, poisonous, dangerous, or trapped domestic and non-domestic animals; removes and disposes of dead animals from public and private properties; quarantines and disposes of animals as appropriate; transports animals. * Investigates complaints from the public and other agencies regarding nuisance, stray, uncontrolled, dangerous, wild or diseased animals. * Investigates animal bites, arranging for appropriate identification and quarantine. * May perform and/or assist in the euthanasia of animals. * Examines animal licenses for validity and issues warning notices and citations to delinquent owners; solicits payments and collects fees for animal licenses; issues receipts; maintains paper and/or electronic records. * Works with other governmental agencies in the enforcement of Animal Services laws and regulations. * May assist law enforcement personnel when control/capture of vicious dogs is necessary during high risk operations. * Responds to and resolves difficult and sensitive citizen inquiries and complaints. * Interprets laws, regulations, codes, and provisions for Animal Services staff and the general public. * Operates and maintains a variety of animal services tools and equipment including humane traps, mobile radios, tranquilizer gun/rifle, and related animal services tools and equipment; keeps equipment and vehicle in clean and healthful condition to accept impounded animals. * Assists in the development of new program elements and program modifications as necessary to * meet goals and objectives; monitors and coordinates the daily operation of assigned program areas; and performs analytical work and maintains appropriate records and statistics. * Assists in the development and implementation of Animal Services Division goals, objectives, policies and procedures. * Provides public information and education to citizens and community groups regarding animal services policies and procedures; gives public presentations as necessary; educates the public on laws, codes, ordinances, and policies relating to the care and control of animals. * Coordinates Animal Services activities with those of other divisions and outside agencies and organizations. * Work scheduled and emergency overtime; be available for on-call/stand-by and call back, as required; and to change work periods and work days dependent on operational requirements of the City. * Oversees and participates in the preparation of a variety of written reports, memoranda, and correspondence related to Animal Services activities; maintains records concerning operations and programs; prepares reports on operations and activities. * Prepares and recommends revisions to City codes and ordinances; monitors and analyzes applicable program legislation and determines the impact of new laws and regulations. * Prepares and presents staff reports and other correspondence as appropriate and necessary. * Attends and participates in professional group meetings; maintains awareness of new trends and developments in the field of Animal Services; incorporates new developments as appropriate into programs. * Participates in the preparation and administration of the animal services program budget; submits budget recommendations; monitors expenditures. * Performs related duties as required. Animal Services Officer I Knowledge of: * Physical and behavioral characteristics of common breeds of domestic animals and symptoms of common animal diseases. * Basic species and breed identification of a variety of animals. * Principles and practices of animal care and first aid. * Operations, services, and activities of Animal Services programs. * Methods and equipment used in handing various types of small and large animals, birds, reptiles, and livestock. * Effective customer service and public relations practices. * Pertinent federal, state, and local laws, codes, and regulations related to animal services. * Pertinent state and local codes, ordinances, laws, regulations governing licensing, quarantine, impounding, care, adoption, releasing and disposal of animals (domestic, exotic, wild). * City services and organizational structure as they relate to animal services. * Departmental Animal Services/humane treatment policies and procedures. * Principles and procedures of record keeping. * Principles of business letter writing and basic report preparation. * Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, and databases. * Basic arithmetic. * Principles and practices of work safety. Ability to: * Perform a variety of Animal Services activities. * Operate a variety of Animal Services equipment in a safe and effective manner including instant release control poles, animal grasper, animal traps, raccoon/skunk boxes, animal gauntlets, snappy snares, snake tongs, dog leads, tranquilizer guns, injection equipment for humane euthanasia, and other equipment for control and capture purposes. * Learn to assess animal behavior and make effective decisions regarding handling, capturing, or destroying the animal under stressful or emergency situations. * Learn to identify symptoms and behavior associated with rabies and other common animal diseases. * Safely operate assigned animal services control motor vehicle. * Enforce Animal Services rules and regulations. * Use independent judgment and initiative in accomplishing work assignments. * Understand and follow oral and written instructions. * Develop written materials related to Animal Services activities for dissemination to the public. * Prepare clear and concise reports. * Make simple arithmetical calculations. * Learn to participate in the preparation and administration of assigned budgets. * Learn to obtain information through a variety of interview techniques. * Learn the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities. * Learn to understand, interpret, and apply general and specific administrative and departmental policies and procedures as well as applicable federal, state, and local policies, laws, and regulations. * Operate office equipment including computers and supporting word processing, spreadsheet, and database applications. * Plan and organize work to meet changing priorities and deadlines. * Work cooperatively with other departments, City officials, and outside agencies. * Respond tactfully, clearly, concisely, and appropriately to inquiries from the public, City staff, or other agencies on issues in area of responsibility. * Use principles of effective office safety including use of equipment in a proper and safe manner, use of preventative personal ergonomic techniques, and maintenance of safe housekeeping in personal and common workspaces. * Operate a personal computer with proficiency and familiarity. * Provide high quality, economical services to the Citrus Heights community, placing emphasis on responsive customer service. * Demonstrate a civic entrepreneurial spirit by generating new, innovative ideas and development of better methods to accomplish tasks and complete projects. * Foster an environment that embraces diversity, integrity, trust and respect. * Work with various cultural and ethnic groups in a tactful and effective manner. * Communicate clearly and concisely, both orally and in writing. * Be an integral team player, which involves flexibility, cooperation and communication. * Establish and maintain effective working relationships with those contacted in the course of work. Experience and Training Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be: Experience: One year experience working in the care and handling of various species of animals. Training: Equivalent to completion of twelfth grade. College level coursework in animal health technology, animal husbandry, animal science or closely related field is desirable. License or Certificate: Possession of a valid, California driver's license. Possession of, or ability to obtain, an approved P.C. 832 Certificate within three (3) months of hire or as determined by the employer. Possession of a certificate of completion of Euthanasia by injection, or ability to obtain within three (3) months of hire or as determined by the employer. Completion of Level 1 Training by the National Animal Control and Humane Officer (NACHO) Training Academy, or the equivalent is highly desirable. Animal Services Officer II Knowledge of - in addition to that required by Animal Services Officer I listed above: * Procedures involved in methods and techniques of conducting and documenting field investigations, including collecting and cataloging evidence. * Basic principles and practices of municipal budget preparation and administration. * Advanced communication and conflict management skills. * Effective research and report writing. Ability to - in addition to the requirements of Animal Services Officer I listed above: * Coordinate and direct Animal Services programs. * Assess animal behavior and make effective decisions regarding handling, capturing, or destroying the animal under stressful or emergency situations. * Identify symptoms and behavior associated with rabies and other common animal diseases. * Obtain information through a variety of interview techniques. * Appropriately interpret applicable codes, ordinances and regulations and apply interpretations to a variety of challenging, unique and difficult situations. * Understand the organization, operation and services of the City and the Animal Services division; interpret and apply general and specific administrative and departmental policies and procedures. * Analyze, recommend and communicate appropriate solutions to complex and/or sensitive problems; appear in court and give testimony if required. * Maintain accurate, complete case files for hearings and court proceedings including all required documentation. * Manage difficult customer complaints, public contacts and site visits; deal effectively, courteously and productively with angry and upset customers and members of the public. * Assist in the development and monitoring of an assigned program budget; project, track and reconcile expenses. * Develop and recommend goals, objectives, policies and procedures for animal services; interpret and apply administrative and department policies, laws and rules; analyze situations carefully and adopt an appropriate, effective course of action. * Coordinate and communicate with multiple departments and outside agencies in an effective manner. * Make presentations to community groups. * Effectively represent the City to outside individuals and agencies to accomplish the goals and objectives of the unit. Experience and Training: Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be: Experience: Two years of responsible Animal Services experience with responsibilities including the enforcement of laws and handling of various animal species, both wild and domestic. Two years of administrative and/or supervisory experience desirable. Training: Equivalent to completion of twelfth grade is required. Supplemental courses in animal health technology, animal husbandry, animal science or a closely related field is highly desirable. License or Certificate: Possession of a valid California driver's license. Possession of a POST approved P.C. 832 Certificate. Possession of a certificate of completion of Euthanasia by injection, or ability to obtain within three (3) months of hire or as determined by the employer. Completion of Level I Training by the National Animal Control and Humane Officer (NACHO) Training Academy, or the equivalent. Completion of Level II Training by the National Animal Control and Humane Officer (NACHO) Training Academy, or the equivalent is highly desirable.Environment Work is performed mainly in a field environment requiring travel from site to site with exposure to hot and cold temperatures, inclement weather conditions, a variety of domestic and wild animals, infectious animal diseases, animal wastes, animal bites, and allergens. Physical Primary functions require sufficient physical ability and mobility to travel to various locations, exert physical strength to gain and maintain control of large and often aggressive animals; lift and/or carry objects up to 75 lbs; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach; and twist; to lift, carry, push and/or pull moderate to have amounts of weight; to safely operate assigned equipment and motor vehicle; to operate office equipment including use of a computer keyboard, and to verbally communicate to exchange information. Vision - ability to see, with or without accommodation, in the normal range. Hearing - ability hear, with or without accommodation, in the normal range. Working Conditions May require irregular work shifts including evening, weekend and holiday shift assignments. May require wearing of department approved uniform and related equipment in performance of duties. May require on call and/or standby duty. May be required to work scheduled or emergency overtime hours.
    $47k-64k yearly est. 20d ago

Learn more about finance service representative jobs

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

The average finance service representative in Roseville, CA earns between $26,000 and $63,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Roseville, CA

$41,000

What are the biggest employers of Finance Service Representatives in Roseville, CA?

The biggest employers of Finance Service Representatives in Roseville, CA are:
  1. Aaron Williams-State Farm Agent
  2. Shoua Lee-State Farm Agent
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