Finance service representative jobs in Santa Barbara, CA - 357 jobs
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Customer Service Representative
Axelon Services Corporation 4.8
Finance service representative job in Buellton, CA
Job Title: Platinum Advisor Associate
Pay: $22.50/hr, W2
6+ Month Contract Considering candidates that live further away. Please note how often you can travel onsite.
Job Description:
The Platinum Advisor team is the face and voice of our brand. Advisors and Advisor Support Associates are on the front lines with our clients each day, delivering Best In Class service to veterinarians, physicians, and thousands of clients ordering formulas for their horses, dogs, cats, and themselves. Advisor Support Associates are smart thinkers, self-starters, engaged listeners, and provide educated recommendations and solutions to our clients. Advisors Support Associates occasionally represent Platinum Performance at horse shows, dog shows, marathons, veterinary and medical conferences, and with clients throughout the Client States. An Advisor Support Associate works with a tight-knit and supportive group of fellow Advisors and builds a broad range of experiences and skills.
Responsibilities:
Provide exceptional service, advisement, and order-taking to clients, veterinarians, and medical professionals that call Platinum Performance daily.
Compose clear electronic correspondence to clients through email and text.
Apply critical thinking and problem-solving to provide supplement recommendations for clients and their animals.
Nurture client relationships through account management and follow-up.
Occasional travel to equine and canine events to represent Platinum Performance.
Work cohesively with other Platinum Advisors, as well as other departments within Platinum Performance including Production, Quality Assurance, and Shipping.
Qualifications:
Currently enrolled or recently completed a bachelor's degree program, preferably in Animal Science, Nutrition, Agricultural Business, or related fields.
Knowledge of equine and small animal products; or the equine industry.
Ability to perform a variety of tasks utilizing a wide degree of creativity and attention to detail.
Excellent communication skills with clients and team members.
$22.5 hourly 3d ago
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Customer Service Representative
Appleone 4.3
Finance service representative job in Oxnard, CA
We are seeking a Customer ServiceRepresentative (CSR) with strong experience handling high volumes of phone and email inquiries in a fast-paced, service-oriented environment. The ideal candidate is dependable, organized, and comfortable using multiple systems to support customer needs efficiently and professionally.
Key Qualifications:
Excellent work ethic and reliable attendance record
Strong communication skills, both written and verbal
Proficient in email correspondence, including grammar, formatting, and tone
Ability to handle high volumes of emails and calls while maintaining attention to detail Comfortable working under deadlines and managing multiple priorities
Receptive to feedback and able to make prompt adjustments
Proficient in Outlook; able to manage inbox, calendar, and reminders
Familiar with CRM systems and able to learn new platforms quickly Strong desire to learn, grow, and contribute to a team environment
Responsibilities: Provide prompt, courteous, and accurate responses to customer inquiries by phone and email
Support order processing, account maintenance, and issue resolution
Maintain accurate and up-to-date customer records in CRM and related systems Troubleshoot and resolve product or service issues, escalating when necessary
Assist with quoting and coordination of customer projects, including freight estimates Manage a designated customer base or region and maintain strong working relationships Work cross-functionally with internal departments to meet customer expectations
Ensure timely follow-up and resolution of open customer service issues
Maintain a professional and service-focused approach in all communications
Contribute to team goals and support continuous process improvements
Requirements: High school diploma or GED required
Minimum 2 years of customer service experience, preferably in a high-volume setting
Proficient in Microsoft Outlook and Office Suite (Word, Excel, Teams)
Experience with CRM systems
Excellent organizational and time management skills
Strong written communication, spelling, and grammar
To Apply: Submit your resume for immediate consideration. This is an excellent opportunity to join a reputable organization that values professionalism, teamwork, and customer satisfaction.
Contact Claudia Scrofani with AppleOne Ventura for additional information.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
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The pay transparency policy is available here:
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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
$30k-37k yearly est. 2d ago
Relationship Banker
Bank of America Corporation 4.7
Finance service representative job in Santa Barbara, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financialservices and knowledge of financialservices industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's degree or business relevant associate 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 Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
$32k-38k yearly est. 4d ago
Arborist Sales Representative
Bartlett Tree Experts 4.1
Finance service representative job in Santa Barbara, CA
Responsible for all areas of sales within a defined territory, including selling, marketing, customer service, administration, production, and training. Meet with existing and potential residential and commercial clients daily to evaluate their tree Sales Representative, Arborist, Sales, Representative, Client Relations
$55k-102k yearly est. 4d ago
Part Time Associate Banker Santa Barbara (30 hours)
JPMC
Finance service representative job in Santa Barbara, 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.
$53k-106k yearly est. Auto-Apply 60d+ ago
Private Banker
City National Bank 4.9
Finance service representative job in Montecito, CA
WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financialservices advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners.
* Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services.
* Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings.
* Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider.
* Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication.
* Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
* Ensure that relationship plans have been developed and are implemented.
* Work with the Client Manager and rest of client team to ensure preparation of all presentation and review materials.
* Ensure that client's current goals, risk tolerance, and constraints are reflected in the IPS for managed investments.
* Ensure that regular, tailored investment and relationships reviews occur between client team and client.
* For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO.
* Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities).
* Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship.
* Maintain all appropriate training and continuing
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services.
* Minimum 10 years of sales and relationship management experience in financialservices preferably with high net worth clients.
* FINRA Series 7 and 63 and 65 or 66
* California Insurance License
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Strong understanding of all products and services applicable to high net worth clients.
* Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
* Demonstrated sales and marketing abilities.
* Strong interpersonal, verbal, and written communication skills
* Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills.
* Contributes positive suggestions and demonstrates productive collaboration with Line of Business and product partners that lead to ongoing growth and development of PB and City National Bank.
* May partner with another CA and manage a risk adjusted revenue book of up to $2million.
* Usually possesses a BA or MBA and typically has 8 years of financialservices experience.
* May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.
* FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financialservices companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$127.6k-237k yearly 1d ago
Service Associate
EŌS Fitness 3.9
Finance service representative job in Santa Barbara, CA
EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS Fitness' Core Purpose is to create loyal, lifelong fans and exercise practitioners. To achieve this purpose, our Core Values are: Take Personal Responsibility, Be Optimistic & Have Fun, Learn & Grow, Be A Team Player, and Fight Hard To Win.
Core Purpose: To create loyal, lifelong fans and exercise practitioners.
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members, guests, and staff upon entry, they serve as representatives of our gym's commitment to exceptional service. The Service Associate will handle member inquiries and requests, offer knowledgeable assistance, and ensure every individual feels valued and supported in their fitness journey. While these responsibilities encompass a broad spectrum, our Service Associate remains flexible and adaptive to the evolving needs of our gym, with duties subject to change under the discretion of management.
Position Purpose: Be a great host, the members best source of information and create a fun atmosphere for members, guests and staff.
Core Purpose: To create loyal, lifelong fans and exercise practitioners.
Responsibilities:
Greet members and guests with a friendly and professional attitude
Provide information about gym services, programs, and membership options.
Address member inquiries, concerns, and complaints promptly and professionally.
Check-in members and guests using the gym's management system.
Oversee and manage check-in alerts and notifications.
Ensure the front desk area is clean, organized, and stocked with necessary supplies.
Process payments for memberships, classes, and retail items.
Follow safety protocols and procedures to ensure the well-being of all gym members and staff.
Monitor and manage inventory levels for coolers, beverages, and bar items, as well as track sales performance.
Support a clean and well-maintained facility by conducting gym walks, picking up trash, restocking supplies, and completing locker room and bathroom checks.
Qualifications:
Previous experience in customer service or front desk role.
Experience or strong interest in the fitness industry is a plus
Excellent interpersonal skills with a customer-focused attitude.
Ability to multitask and handle a fast-paced environment.
Proficiency in MS Office and familiarity with gym management software.
Strong organizational and problem-solving skills.
Flexibility to work evenings, weekends, and holidays as required.
And, of course, someone who embraces our Core Values!
Requirements:
CPR certification required within 30 days of hire.
Must attend all mandatory company trainings withing 30 days of employment.
Follow all current company policies and standard operating procedures, which may be updated or changed over time.
Ability to work in a gym setting; move about club floors and rooms; communicate with employees, members, and the public
Ability to bend routinely and repetitively to lift more than 40 lbs.
Ability to access and operate company computer systems in order to prepare documents, enter data, and read reports from database or email system.
California Pay Range
$16.50 - $20.28 USD
Benefits and Perks:
A highly energetic and collaborative team.
A management team that cares about your professional development.
Free membership for you and plus one family member.
Discounted Personal Training, and merchandise - including supplements.
Employee referral program.
Daily Pay offered - access your funds before payday.
Competitive pay plus vacation, holiday, and sick pay.*
Group Health, dental, vision, Supplemental Life, Employee Assistant Program and even Pet Insurance are offered!*
401(k) + Company matching!*
Personal education growth options with Sophia Learning.
* Based on eligibility of tenure and full-time vs. part-time employment.
EōS Fitness is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender identity, sexual orientation, national origin, age, disability, or any other legally protected status.
To view more information on our CCPA policy, click HERE.
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
EōS Fitness participates in the government eVerify program.
Please review the details of this program by clicking here
.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the Recruiting Help Line at ********************************* or by calling ************. To check on the status of your application, please visit the Greenhouse Candidate Portal at my.greenhouse.com for updates.
$16.5-20.3 hourly Auto-Apply 20d ago
Customer Service Representative
Bliss Car Wash 4.4
Finance service representative job in Santa Paula, CA
Job Description
BLISS Car Wash
Customer ServiceRepresentative - $500 Sign on Bonus
Base $16.90 - $19.00 hourly base pay, plus commission and incentives.
Benefits:
$500 Sign on Bonus
Hourly plus commission and incentives
Flexible working hours
Medical, Dental, Vision, Critical Illness & Accident Insurance Plans
401k with Employer Matching
FREE weekly car washes
We offer the opportunity for growth within the Bliss family and value each one of our team members
Bliss Car Wash is rapidly growing and looking for energetic, smiling team members.
At Bliss we make a difference one car at a time. It's not only about what we do, it's about who we are. We are passionate and contagiously positive. We love to make people smile and we'll do whatever it takes to make our guests happy. We are water warriors. We believe water is life so we fight to conserve it at every turn. We are united. We're all part of life on this planet and together we can make it better.
If this sounds like you, then Bliss wants to invest in you and your future.
Duties include, but are not limited to:
Greet guests and create an exceptional first impression for all guests.
Educate all guests on wash, upgrade, and membership packages.
Be able to process payments.
Ensure all vehicles are loaded safely and correctly onto the conveyor.
Prep the vehicle within company guidelines.
Quality Control area, verifying all vehicles are BLISS clean and wiping down vehicle within company guidelines.
Provide excellent service to ensure all guests have a great experience.
Maintain a safe and clean work area.
Perform after hours site cleaning by following schedule (Cleaning site includes but not limited to: Tunnel equipment, tunnel floor, tunnel walls, tunnel pit, vacuum area, walk ways, queuing area, etc.)
Maintain high standards of personal appearance and grooming, which include wearing proper uniform/appearance policy.
Ability to follow direction as well as to exercise good judgement and make decisions consistent to the job functions.
Follow company safety protocol.
Be a team player.
Job Qualifications
Experience: Combination of experience such as car wash, retail and guest service industries preferred BUT NOT NEEDED.
Knowledge: Must always maintain the highest level of service. Ability to adapt to the ever-changing high-volume retail while working in a team environment. Flexibility to adapt in a variety of situations. Ability to work varied hours/days as business dictates. Demonstrates ability to improve through training.
Skills: Build great relationships with guest and co-workers through great communication and follow through.
Work Schedule: Full time & Part time employees that have the ability to work varied hours/days as business dictates.
Reporting Relationships: Reports to the Site Manager.
Working and Environmental Conditions: Works mainly outdoors and at times indoors. Constant exposure to fumes from equipment, and cleaning solvents (ex. dust, fumes, and gases.) Constant fluctuation in temperature and conditions (ex. heat, cold, humidity). Some noise and vibration exposure.
Physical Demands: Must have the ability to lift up to 15 lbs. Ability to stand or walk for long periods of time. Ability to operate all related equipment.
BLISS Car Wash is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, or any other protected class or characteristic.
We will consider qualified applicants, including those with criminal histories, in a manner consistent with applicable “Fair Chance” ordinances.
We offer Flexible Working hours, Holiday Pay, Medical, Dental, Vision, Critical Illness & Accident Insurance Plans, and 401k with Employer Matching. Sign-on bonus is paid after 90 days of continuous employment.
$16.9-19 hourly 12d ago
Associate Banker
Bank of Montreal
Finance service representative job in Santa Barbara, CA
Application Deadline:
01/30/2026
Address:
3780 State St.
Job Family Group:
Retail Banking Sales & Service
This is a part-time 20 hours a week position.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 41d ago
Customer Service Representative
Chevron Stations
Finance service representative job in Santa Barbara, CA
Excited to grow your career?
At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus.
People First, Excellence Always
CSI#: 1850
Station Address: 115 South La Cumbre, Santa BarbaraCA, 93105
Job Expectations:
Maintain courteous, professional contact with co-workers, customers, vendors, and community at large.
Maintain neat appearance and good personal hygiene in compliance with CSI image standards.
Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately.
Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process.
Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures
Follow federal law and company standards on carding customers for all age restricted products sold at the stations.
Work professionally with vendors and contractors.
Regular and punctual attendance is expected.
Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products
Essential Functions:
Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact.
Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment.
Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently.
Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable.
Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed.
Actively promote store specials and other marketing programs.
Cross-check price of delivered goods for accuracy.
Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store.
Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only)
May perform other duties as assigned by management.
Requirement/Qualifications:
Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters.
Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays.
Strong attention to detail.
Ability to handle challenging situations professionally and exercise exceptional judgement.
Ability to work both independently and in team settings.
Must possess required up-to-date food handling certificates, as required by law (in specific locations only).
Cooking/Restaurant experience preferred
Supervisor Responsibilities:
This position has no supervisory responsibilities
Travel:
Rare, limited to required training and coverage for nearby stations.
Physical Demands Include but are not limited to:
Ability to stand and walk for long periods of time on hard and uneven surfaces.
Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds.
Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity.
Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment.
Periodic exposure to all outdoor conditions during daylight hours.
Moderate exposure to walk-in coolers and freezers at 34 F or lower.
Frequent handwashing and attention to personal cleanliness standards.
Must be at least 18 years of age or older to work in California and Oregon locations.
Must be at least 21 years of age or older to work in Washington locations.
Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am.
Must be at least 21 years of age or older to work in Management positions.
· Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers.
· The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law.
USA based job position
Visas will not be granted
Benefits:
· Full-time & Part-time shifts available
· Direct Deposit with competitive weekly pay
· Health & Wellness packages available for purchase
· Education reimbursement program
· Shift Differential Pay for select shifts and job titles
· Management Bonus Program
· Loyalty Service time Program
· Commuter benefit Program
Compensation Range:
$19.00 - $20.00
Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation.
We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
$19-20 hourly Auto-Apply 8d ago
Veterinary Customer Service Representative
Alliance Animal Health 4.3
Finance service representative job in Oxnard, CA
Horizon Veterinary Specialists, founded in August 2018 by five board-certified veterinarians, aims to drive positive influence in the veterinary community. With a state-of-the-art facility, a culture centered on inclusion and education, and a passion for excellent medicine, Horizon is committed to serving patients and clients, while supporting the dedicated professionals in veterinary medicine.
Our 24/7 emergency and critical care team serves small animal patients across Ventura and surrounding counties, accepting walk-ins and referrals. We have a large, fully equipped, multi-unit ICU that includes an isolation ward and quiet rooms. Our emergency department team is fortunate to have access to our Internal Medicine department six days a week, for consultation and supportive services.
We are a growing practice who is always looking for skilled, caring and compassionate people to join our team! Our team at Horizon Veterinary Specialists works in a collaborative, yet driven environment which provides abundant opportunities for growth, development, and patient/client service . We understand and embrace the importance of every pet as a family member and treat each one with the utmost care.
Learn more at about us at horizonvets.com
Job Description
Job duties include, but are not limited to:
Maintain the visual appeal of the hospital reception area, greet and welcome clients and patients, answer questions and triage client concerns, answer calls or emails and direct to the appropriate party for resolution, schedule appointments to maximize efficiency and daily flow, check in and check out clients and process payments. Our receptionists offer friendly emotional support in a compassionate and discreet manner during times of need to our clients and must be comfortable with various medical outcomes.
Must be able to withstand unpleasant odors and noises. May be exposed to bites, scratches, animal waste and potentially contagious diseases.
Whether you're looking to just be a master of your role or trying to grow into that next career move, you'll have opportunities through a variety of virtual and hands on, interactive training and continuing development.
Qualifications
We're Looking For:
* Minimum 1 year of veterinary experience preferred or 3+ years customer service experience in other fields.
* Compassionate, calm team player with a positive attitude.
* Exceptional multitasking abilities and strong communication skills.
* Highly organized with excellent computer proficiency.
* Self-motivated, with a desire to continuously learn and grow in your role.
* Ability to handle emotionally charged situations with professionalism and resilience.
* Excellent written and verbal communication skills, especially in difficult or emotional circumstances.
* Comfortable working in a veterinary environment-must not be squeamish.
* Ability to adapt quickly to changing situations and manage multiple priorities effectively.
Additional Information
We offer our staff:
* Comprehensive Benefits (health, dental, vision, liability, 401k & 401K matching program, life & supplemental insurance, HSA, & FSA)
* Employee Assistance Program
* Paid Vacation and Sick Time for ALL Employees
* Paid Bereavement Program
* Paid Parental Leave Program
* Competitive Compensation
* Continuing Education Allowance (applicable to licensed employees)
* Tuition Assistance Program
* Access to a CVA/CVT/CVPM Partnership through Penn Foster
* Career Development Opportunities
* Referral Bonus Program for most positions!
* Additional Benefits May Also Be Available (i.e. Personal Pet Discounts, Holiday Pay, Uniform Allowance, Bonuses etc)
* Hiring eligibility may be contingent to a candidate authorizing and completing a satisfactory background check.
* Note - some benefits may only be available to or vary slightly for full time employment status vs part time status.
For additional details including our full equal opportunity statement, texting/outreach communication authorization, physical requirements of the job and more, please visit: ***********************************************************
$32k-42k yearly est. 7d ago
Banker Positions
Poppy Bank 4.1
Finance service representative job in Santa Barbara, CA
Full-time Description
Depending on experience, you could be the next Client ServiceRepresentative II, III, or Senior level Client ServiceRepresentative. Please see below for more details and we look forward to connecting with you! Apply today!
Summary: Senior New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financialservices; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financialservices; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR II:
The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financialservices; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications: Senior New Accounts/CSR III:
A minimum of three years banking teller experience is required
Advanced experience with opening consumer accounts and complex business accounts is required
Prior supervisory experience is preferred
Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
Possesses strong knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR III:
A minimum of 2 years banking teller experience is required
Experience with opening consumer accounts and basic business accounts is required
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Possesses working knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR II:
A minimum of one year of banking teller experience is required
Beginner experience with opening consumer accounts is required
Beginner experience opening basic business accounts is preferred
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Essential Duties: Senior New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
In conjunction with the Manager, makes monthly business development calls as assigned
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR II:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Open and support consumer and business checking, savings, CDs & IRAs
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None
Back Up Supervisory Responsibilities: Senior New Accounts/CSR III:
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Handles difficult client situations in the absence of the Branch Manager or his/her backup
Physical/Mental Demands & Work Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
CA Privacy Notice to Applicants/Employees
Salary Description $20.00-$31.90/hour DOE
$20-31.9 hourly 51d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Oxnard, CA
Benefits:
Health insurance
Paid time off
FASTSIGNS #63301 is hiring for a Customer ServiceRepresentative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Ongoing Training Opportunities
A Successful FASTSIGNS Customer ServiceRepresentative Will:
Be the initial contact with current as well as prospective customers in our FASTSIGNS Center
Enjoy being involved in team meetings and being intimately involved in the success of the FASTSIGNS Center
Work with customers in numerous ways, such as email, telephone, and in person.
Ideal Qualifications for FASTSIGNS Customer ServiceRepresentative:
2-3 years of retail or counter sales experience preferred
High school diploma or equivalent
Outgoing, responsive, eager to learn, and has the ability to build relationships
Great listening and organization skills
Do you enjoy working with people? Are you looking for a job that offers constant learning, skills growth, and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $18.00 - $20.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$18-20 hourly Auto-Apply 60d+ ago
Business Banker (LO) Santa Barbara, CA
W.F. Young 3.5
Finance service representative job in Santa Barbara, CA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financialservices employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of financialservices, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financialservices consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Experience mentoring and peer-coaching others
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: 3804 State St., SANTA BARBARA, CA 93105
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$30.77 - $45.67
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
27 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$67k-91k yearly est. Auto-Apply 20d ago
Associate Banker
BMO Harris Bank 4.1
Finance service representative job in Santa Barbara, CA
Application Deadline:
02/22/2026
Address:
3780 State St.
Job Family Group:
Retail Banking Sales & Service
Part Time 20hrs/wk; Santa Barbara North branch
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50.5k yearly Auto-Apply 6d ago
Customer Service Rep I
Pennymac 4.7
Finance service representative job in Moorpark, CA
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financialservices firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day Pennymac is looking for solution-focused, patient, and proactive listeners to join our Customer Service team.
Taking care of our customers is at the core of every decision we make.
Customer ServiceRepresentatives (CSRs) answer customer inquiries and resolve requests politely and timely.
Additionally, CSRs have the opportunity and are expected to cross-sell Pennymac products to existing qualified customers.
All CSRs are provided training support through dedicated coaches and a structured internal training program to ensure professional success.
The CSR role is a full-time hourly position starting at $20/hour with a performance incentive plan to potentially earn an extra $400-$500+ per month.
Pay ranges provided on job boards (e.
g.
, Indeed, LinkedIn) may not accurately reflect Pennymac's compensation for this role.
As a Customer ServiceRepresentative, you will: Provide exceptional support to our customers through polite and informative phone interactions in an inbound high volume call center environment Provide account information to customers including, but not limited to, inquiries regarding loan payments, escrow, taxes, payoffs, and loan documents Conduct research to resolve and respond to customer inquiries accurately Interact cross-departmentally to resolve customer requests, including escalations Perform other related duties as assigned Demonstrate behaviors that are aligned with the organization's desired culture and values Training: Structured 8 week training is provided in office and full attendance is a condition of employment Direct coaching and support is provided throughout training to improve skills and build confidence and independence in the CSR role Training is typically conducted Mon-Fri from 7:00 am - 4:00 pm PST Post-Training Schedule: CSRs will be assigned one of the below standard shifts: 6:00 am - 3:00 pm PST Only 7:00 am - 4:00 pm PST & CT 8:00 am - 5:00 pm PST & CT 9:00 am - 6:00 pm PST & CT Overtime Requirements: Normally 2 half-day shifts on Saturdays each month An additional hour during peak call volume days (e.
g.
, Mondays, mid-month, end of the month) What You'll Bring Demonstrate patience, kindness, and understanding for customers during all interactions Easily navigate multiple screens, find relevant data, and communicate clearly to customers Computer proficiency, including Word and Excel Deliver timely and accurate information in a fast-paced environment Critically think with strong negotiation and problem solving skills, mathematical aptitude, and sound judgment Make decisions independently within set policy and procedures Mortgage and/or financialservices industry experience is a plus Bi-lingual Spanish is a plus; additional per-call compensation may apply Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $36,000 - $45,000 Work Model OFFICE
$36k-45k yearly Auto-Apply 29d ago
Part Time Associate Banker Santa Barbara - Ventura Area (30 hours)
Jpmorgan Chase & Co 4.8
Finance service representative job in Oxnard, CA
JobID: 210629048 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Ventura,CA $22.50-$27.60 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
$27k-52k yearly est. Auto-Apply 7d ago
Customer Service Representative
Lancesoft 4.5
Finance service representative job in Buellton, CA
The Platinum Advisor team is the face and voice of our brand. Advisors and Advisor Support Associates are on the front lines with our clients each day, delivering Best In Class service to veterinarians, physicians, and thousands of clients ordering formulas for their horses, dogs, cats and themselves.
Advisor Support Associates are smart thinkers, self-starters, engaged listeners, and provide educated recommendations and solutions to our clients. Advisors Support Associates occasionally represent Platinum Performance at horse shows, dog shows, marathons, veterinary and medical conferences, and with clients throughout the United States. An Advisor Support Associate works with a tight-knit and supportive group of fellow Advisors and builds a broad range of experiences and skills.
Responsibilities
•Provide exceptional service, advisement and order-taking to clients, veterinarians and medical professionals that call Platinum Performance daily.
•Compose clear electronic correspondence to clients through email and text.
•Apply critical thinking and problem solving to provide supplement recommendations for clients and their animals.
•Nurture client relationships through account management and follow up.
•Occasional travel to equine and canine events to represent Platinum Performance.
•Work cohesively with other Platinum Advisors, as well as other departments within Platinum Performance including Production, Quality Assurance, and Shipping.
Qualifications:
•Currently enrolled or recently completed a bachelor's degree program, preferably in Animal Science, Nutrition, Agricultural Business, or related fields
•Knowledge of equine and small animal products;or the equine industry
•Ability to perform a variety of tasks utilizing a wide degree of creativity and attention to detail
•Excellent communication skills with clients and team members
$33k-42k yearly est. 43d ago
Veterinary Customer Service Representative
Horizon Veterinary Specialists
Finance service representative job in Oxnard, CA
Horizon Veterinary Specialists, founded in August 2018 by five board-certified veterinarians, aims to drive positive influence in the veterinary community. With a state-of-the-art facility, a culture centered on inclusion and education, and a passion for excellent medicine, Horizon is committed to serving patients and clients, while supporting the dedicated professionals in veterinary medicine.
Our 24/7 emergency and critical care team serves small animal patients across Ventura and surrounding counties, accepting walk-ins and referrals. We have a large, fully equipped, multi-unit ICU that includes an isolation ward and quiet rooms. Our emergency department team is fortunate to have access to our Internal Medicine department six days a week, for consultation and supportive services.
We are a growing practice who is always looking for skilled, caring and compassionate people to join our team! Our team at Horizon Veterinary Specialists works in a collaborative, yet driven environment which provides abundant opportunities for growth, development, and patient/client service . We understand and embrace the importance of every pet as a family member and treat each one with the utmost care.
Learn more at about us at horizonvets.com
Job Description
Job duties include, but are not limited to:
Maintain the visual appeal of the hospital reception area, greet and welcome clients and patients, answer questions and triage client concerns, answer calls or emails and direct to the appropriate party for resolution, schedule appointments to maximize efficiency and daily flow, check in and check out clients and process payments. Our receptionists offer friendly emotional support in a compassionate and discreet manner during times of need to our clients and must be comfortable with various medical outcomes.
Must be able to withstand unpleasant odors and noises. May be exposed to bites, scratches, animal waste and potentially contagious diseases.
Whether you're looking to just be a master of your role or trying to grow into that next career move, you'll have opportunities through a variety of virtual and hands on, interactive training and continuing development.
Qualifications
We're Looking For:
Minimum 1 year of veterinary experience preferred or 3+ years customer service experience in other fields.
Compassionate, calm team player with a positive attitude.
Exceptional multitasking abilities and strong communication skills.
Highly organized with excellent computer proficiency.
Self-motivated, with a desire to continuously learn and grow in your role.
Ability to handle emotionally charged situations with professionalism and resilience.
Excellent written and verbal communication skills, especially in difficult or emotional circumstances.
Comfortable working in a veterinary environment-must not be squeamish.
Ability to adapt quickly to changing situations and manage multiple priorities effectively.
Additional Information
We offer our staff:
Comprehensive Benefits (health, dental, vision, liability, 401k & 401K matching program, life & supplemental insurance, HSA, & FSA)
Employee Assistance Program
Paid Vacation and Sick Time for ALL Employees
Paid Bereavement Program
Paid Parental Leave Program
Competitive Compensation
Continuing Education Allowance (applicable to licensed employees)
Tuition Assistance Program
Access to a CVA/CVT/CVPM Partnership through Penn Foster
Career Development Opportunities
Referral Bonus Program for most positions!
Additional Benefits May Also Be Available (i.e. Personal Pet Discounts, Holiday Pay, Uniform Allowance, Bonuses etc)
*Hiring eligibility may be contingent to a candidate authorizing and completing a satisfactory background check.
*Note - some benefits may only be available to or vary slightly for full time employment status vs part time status.
For additional details including our full equal opportunity statement, texting/outreach communication authorization, physical requirements of the job and more, please visit: ***********************************************************
$32k-42k yearly est. 6d ago
Customer Service Sales Representative
Istaffpros
Finance service representative job in Oxnard, CA
:
We're seeking an ambitious, hardworking and friendly
Customer Service Sales Representative
to be part of our growing team! The Weiser Agency prides themselves in providing top level customer service. This position will be responsible for assisting the Personal Lines team through administrative and customer support tasks.
Customer Service Sales Representative
Duties:
Assist with inbound customer calls
Assist clients to resolve general service inquiries as needed
Follow-up with existing and potential clients
Review billing questions with clients
Perform other duties as assigned
We are looking for applicants who are professional, confident, outgoing, and excited about a career in Customer Service.
The ideal candidate will:
Have a high-energy, positive approach
Be able to meet individual performance metrics goals
Successfully juggle multiple priorities at any given time
Possess outstanding written and verbal communication skills
Understand basic product, billing and processing guidelines
Accept feedback when offered and works well with others
Maintain positive and upbeat written and verbal communication
Research and identify timely solutions to client-related problems
Have solid computer skills with knowledge of Windows and Microsoft Office
Bilingual in Spanish is preferred
Education
:
High school or equivalent (Required)
Benefits
:
Competitive guaranteed hourly wage
Commission and Bonus opportunities
Health insurance and 401(k) available
Paid time off
Licensing and Continuing Education reimbursement
Paid product training
Continuing education
Career advancement opportunities
Employee Rewards and Discounts
And much, much more!
*This position is with a Farmers independent contractor agent, not with Farmers Insurance Companies. Employees of Farmers agents must be able to successfully complete any applicable licensing requirements and training programs. Farmers agents are independent contractors who hire their own employees. Farmers agents' employees are not employees of Farmers.
This is a Full-Time, permanent position!
$32k-42k yearly est. 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Santa Barbara, CA?
The average finance service representative in Santa Barbara, CA earns between $27,000 and $66,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Santa Barbara, CA
$42,000
What are the biggest employers of Finance Service Representatives in Santa Barbara, CA?
The biggest employers of Finance Service Representatives in Santa Barbara, CA are: