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Finance service representative jobs in Santa Maria, CA

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  • Customer Service Representative - State Farm Agent Team Member

    Julia Tipolt-State Farm Agent

    Finance service representative job in Solvang, CA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Paid time off Opportunity for advancement Training & development State Farm Customer Service Role Now Inviting Candidates to Apply Join a winning insurance and financial services team. Apply to become a State Farm Customer Service Representative responsible for taking care of existing customers. Unexpected events happen. We are looking for team members who want to be involved in the lives of others to help them plan against the financial impact that occurs when the unexpected happens. When it comes to making responsible insurance and financial decisions, people procrastinate and purchase inferior products. People purchase insurance and financial products that lack the most important benefits. These people need our help to make better and more responsible decisions. We are hiring new team members who have a passion for serving our existing customers and helping them obtain additional products that will save them from a financial disaster when the unexpected happens. This is a rewarding career for the right person. If you have what it takes, you will enjoy a higher income that pays you for working hard and achieving results. We will teach you the skills of insurance planning, selling, and maintaining a strong clientele who will send you referrals and continue to purchase products from you as their life grows. If you have the following personality traits, character traits, attitudes, and motivations, we invite you to try out for our team. YOU are Results oriented and goal driven and can work independently without close supervision. wanting an opportunity to be a part of something that is lasting. Interested in being trained to serve customers and pivot to additional products. confident in your abilities, and you are an optimistic person who believes that your actions can positively impact your future. Able to imagine success then create it. You dont blame other people and circumstances for your challenges. A people person and have a strong desire to help them. intelligent and are willing to study and learn the necessary skills, to gain an insurance license, to learn our products, and learn to use our computer systems. Able to show how your character is your strength. You are honest, hard-working, treat other people the way you want to be treated, and you take responsibility for your actions and your future. Discipline enoughto get distracted by unproductive activities. Able to see that servicing and growing customers as a worthy profession. You have researched State Farm and realize the value of service and quality products that we bring to customers. Able and willing to serve others by listening to their challenges, discovering their needs, presenting quality solutions, then getting their commitment to take your advice. Willing to put customers needs first and based on the service and quality products that you recommend; even though, you may not always have the lowest price. You can keep them as a customer, because they trust you and your service, not price. If YOU have what it takes, we will train you to use our proven systems, and you can create the following future for yourself: You have taken advantage of the strong leadership and coaching from your previous mentors or have decided you need one. You are ready to execute the tried-and-true model that proved successful for many other State Farm team members. Your income is above and beyond what you could have ever imagined. You help your clients build solid financial futures. You are excited about the retirement income you are building for yourself and your family. Career Benefits: Base Salary plus a very lucrative commission program. Retirement Plan including Health benefits. Great bonus potential for top performers Incentive paid travel opportunities Paid time off - vacation, personal time, sick time and Holidays paid Outstanding preparation if you aspire to be a State Farm agent in the future Extensive training available
    $32k-42k yearly est. 1d ago
  • Customer Service Representative Join a Stable, Family-Owned Company

    Brezden Pest Control

    Finance service representative job in San Luis Obispo, CA

    Full-time position with great pay, strong benefits, and long-term stability on the Central Coast. Compensation: $20$25 per hour (Full-Time, Not Remote) About the Role Brezden Pest Control, a respected family-owned business in San Luis Obispo, is seeking a Customer Service Representative to support our Pest Department. This position is ideal for someone who is organized, dependable, and takes pride in delivering quality service. Youll be the hub of communication between customers, technicians, and management ensuring smooth, efficient operations every day. Key Responsibilities Professionally handle and direct customer calls Schedule and confirm service appointments Prepare and process billing and invoices Support field technicians with scheduling and dispatch coordination Qualifications Strong organizational and multitasking skills Excellent written and verbal communication Proficiency with Microsoft Office and CRM tools Previous administrative or customer service experience preferred Compensation & Benefits $20$25 per hour, depending on experience Health insurance, paid vacation, and sick leave 401(k) with company match, profit sharing, and disability coverage Why Brezden Pest Control Weve built our reputation through decades of quality service and employee commitment. Join a company where your reliability and professionalism are valued and where your career can thrive. Compensation details: 20-25 Hourly Wage PI80b2d9a1cec0-31181-38895639
    $20-25 hourly 8d ago
  • (7881) Santa Maria: Customer Service Rep

    Domino's Franchise

    Finance service representative job in Santa Maria, CA

    No one likes being bored at work, which is why a Domino's job is all about having fun! We live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. Come join the #1 Pizza Company in the world! Job Description As a Customer Service Representative (CSR), you are the first and sometimes the only impression of us. Your contact with every Customer plays an essential key role that helps us create smiles by making lives easier. You are the face of Domino's. What are some things a CSR does?! Provide a fun, happy, and exciting environment for our customers while taking orders. Uphold and represent a rock-solid brand image. Get into the action and make the perfect product all the time. Multitask in a competitive, fun, and fast-paced work environment. ADVANCEMENT Many of our team members began their careers as CSRs and delivery drivers and today are successful Domino's franchise owners. From customer service representative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity. Our company prides itself in promoting to management and above store roles from within. What does that mean for you? You can start as a CSR and move up the ranks to management. Who knows? Maybe you are the next Domino's franchisee! Qualifications Must be 16 years or older. To enter into management you must be 18 years or older. Additional Information California Pay Disclosure: The rate of pay is the applicable minimum wage rate with potential $0.25 to $1.50 per hour depending upon experience and longevity with the employer. All your information will be kept confidential according to EEO guidelines.
    $32k-42k yearly est. 10d ago
  • Banker

    Coasthills Credit Union 4.0company rating

    Finance service representative job in Santa Maria, CA

    Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.
    $35k-56k yearly est. Auto-Apply 1d ago
  • Customer Service Representative

    Conversio Health 3.7company rating

    Finance service representative job in San Luis Obispo, CA

    Full-time position open to join our Customer Service team as a Patient Care Coordinator. Our company is a closed-door Pharmacy and Durable Medical Equipment supplier. We are looking for energetic and positive people to provide customer service to our patients through outgoing and incoming phone contact. Our Patient Care Coordinators operate in collaboration with each other to exceed customer expectations and provide a consistent high level of service and patient care while achieving department goals. We are looking for a candidate with a proven track record of successful team participation, as well as the ability to work independently. Must be able to act with sound judgment and high degree of confidentiality, prioritize and coordinate multiple complex tasks with frequent interruptions, while meeting strict deadlines with a high degree of accuracy. Our ideal candidate will have prior experience with telephonic sales and/or customer service. Knowledge of DME, medical terminology, and/or experience in the medical field is a plus, however extensive training will be provided. We are looking for enthusiastic, well-rounded, and motivated team players! Bi-lingual a plus. Responsibilities: • Attains familiarity with a broad range of DME products and company procedures in order to maintain competency and compliance as it pertains to our company. • Provide outreach to potential patients, verify information and complete intake form. • Act as liaison between patients, representatives, and physicians to request prescriptions on patient's behalf. • Ensure that all Local, State and Federal laws are being followed. • Understand and observe HIPAA policy regarding patient and/or co-worker confidentiality. • Maintain a high work ethic, including attendance and professionalism in all areas. Minimum Qualifications: • Minimum 1 year telephonic customer service and/or telephonic sales experience. • Excellent computer skills required including proficient knowledge of Word, Excel and Outlook and demonstrated ability to quickly learn and work with customized software to maintain electronic patient charts. • Must be a self-starter with excellent interpersonal and communication skills with a talent for customer service and sales. • Must have demonstrated professional demeanor. • Must be efficient with strong attention to detail, organization and planning, and ability to prioritize tasks. We offer a dynamic work environment, competitive compensation starting at $11.50/hour, and a comprehensive benefits package including health, dental and vision benefits, company-matched 401(k), life insurance, PTO and paid holidays. Criminal background checks and drug screens are completed before hiring.
    $11.5 hourly 60d+ ago
  • Customer Service Representative

    Chevron Stations

    Finance service representative job in San Luis Obispo, 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#: 1970 Station Address: 3180 South Broad St, San Luis Obispo CA, 93401 Job Expectations: Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. Maintain neat appearance and good personal hygiene in compliance with CSI image standards. Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately. Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process. Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures Follow federal law and company standards on carding customers for all age restricted products sold at the stations. Work professionally with vendors and contractors. Regular and punctual attendance is expected. Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products Essential Functions: Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact. Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment. Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently. Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable. Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed. Actively promote store specials and other marketing programs. Cross-check price of delivered goods for accuracy. Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store. Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only) May perform other duties as assigned by management. Requirement/Qualifications: Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters. Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays. Strong attention to detail. Ability to handle challenging situations professionally and exercise exceptional judgement. Ability to work both independently and in team settings. Must possess required up-to-date food handling certificates, as required by law (in specific locations only). Cooking/Restaurant experience preferred Supervisor Responsibilities: This position has no supervisory responsibilities Travel: Rare, limited to required training and coverage for nearby stations. Physical Demands Include but are not limited to: Ability to stand and walk for long periods of time on hard and uneven surfaces. Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds. Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity. Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment. Periodic exposure to all outdoor conditions during daylight hours. Moderate exposure to walk-in coolers and freezers at 34 F or lower. Frequent handwashing and attention to personal cleanliness standards. Must be at least 18 years of age or older to work in California and Oregon locations. Must be at least 21 years of age or older to work in Washington locations. Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am. Must be at least 21 years of age or older to work in Management positions. Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers. The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law. USA based job position Visas will not be granted Benefits: Full-time & Part-time shifts available Direct Deposit with competitive weekly pay Health & Wellness packages available for purchase Education reimbursement program Shift Differential Pay for select shifts and job titles Management Bonus Program Loyalty Service time Program Commuter benefit Program Compensation Range: $18.00 - $19.00 Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation. We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
    $18-19 hourly Auto-Apply 60d+ ago
  • Customer Service Representative - Tackle Warehouse - San Luis Obispo, CA

    Sports Warehouse 3.7company rating

    Finance service representative job in San Luis Obispo, CA

    $17.00 - $20.00 an hour Hiring part time employees, 20 hours per week, for a closing shift. This shift requires working until 6 pm, and a Saturday shift is also required. requires physically reporting to work in San Luis Obispo, Ca. Sports Warehouse About Us We are a growing e-commerce company that specializes in bass fishing, tennis, running, pickleball, equestrian, ice/roller hockey, roller derby, inline skating and skateboarding products. Our goal is to provide a top-notch customer shopping experience by recommending the right products and delivering the best possible service. We believe in striving for excellence while finding simple solutions to get the job done. We are looking for reliable and personable individuals to help us build lasting relationships with our Tackle Warehouse customers as a phone CSR. Fishing experience is a plus but not a requirement! Sports Warehouse is comprised of:Tackle WarehouseTennis WarehouseRunning WarehousePickleball WarehouseRiding WarehouseInline/Ice WarehouseSkate Warehouse Requirements The ideal candidate will Enjoy fishing for fun and relaxation or sport. Experiential knowledge of fishing products, their purpose and benefits. Deliver friendly, professional and helpful support to all customers and assist in meeting needs or exceeding their expectations. Possess excellent verbal and written communication skills. Problem solve and utilize available resources to locate answers to product/order questions. Demonstrate a comprehensive understanding of current company policies, procedures, products and services. Be flexible during busy times by helping fellow co-workers and function as part of a team. Have the ability to multi-task and remain composed under pressure. Continually learn and develop skills relevant to the role. Bring a positive attitude and strong work ethic to the workplace. Required Skills Communicate clearly and professionally Listen well to customers and provide service in a friendly, patient and calm manner Take direction well and learn in a fast-paced environment Focus, maintain attention to detail and balance multiple duties in a dynamic environment Ability to work independently and productively prioritize tasks Recognize the need to ask for assistance. Previous customer service experience desired Benefits & Perks All Employees: Merchandise discounts with all Sports Warehouse companies Access to on-site fitness facility Paid sick time 401(k) and profit-sharing programs Opportunities for growth Employee appreciation events Work Environment: This role functions within a professional and collaborative office setting, regularly utilizing standard office equipment such as computers, tablets and phones for day-to-day tasks. The use of racquet stringing machines and related tools/supplies may also be required to support the needs of the business. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: Regularly required to handle objects, type on a computer, use tablets and phones and computer software. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. The ability to observe details at close range (within a few feet of the observer). Frequently required to sit in a stationary position for prolonged periods of time, in addition to occasionally moving about inside the building. Occasionally required to stand, stoop, bend, twist, reach, kneel, crouch or climb.???? Must regularly lift and/or move objects that weigh less than ten pounds, occasionally lift and/or move items that weigh between 10 - 20 pounds and rarely lift and/or move items that weigh between 20 - 50 pounds.? May require standing for prolonged periods of time and use of hands, fingers, wrists, and arms while stringing racquets.?
    $17-20 hourly 22d ago
  • Personal Banker Bilingual Spanish - Santa Maria Branch

    W.F. Young 3.5company rating

    Finance service representative job in Santa Maria, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 407 East Main Street, SANTA MARIA, CA 93454 Spanish 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. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 18 Dec 2025 * 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.
    $32k-37k yearly est. Auto-Apply 5d ago
  • Overnight Member Services Rep (Woodlands)

    Hfp Pasadina

    Finance service representative job in Woodlands, CA

    Planet Fitness is one of the largest and fastest-growing franchisors and operators of fitness centers with over 2,600 clubs and growing! Its mission is to provide a high-quality experience in a welcoming, non-intimidating environment called the “Judgment Free Zone.” Houston Fitness Partners is a leading independently owned franchisee of Planet Fitness. You'll be joining a team that values: • People-we genuinely care about our team + members • Fun- we enjoy the work • Honesty- we lead with integrity • Accountability- we own the outcome • Drive- we take initiative Characteristics that will make you the perfect fit for our Overnight Member Services Representative: Essential Duties & Responsibilities: Greet members/guests as they enter and exit the club with confidence, high-energy, and professionalism. Anticipate member's/guest's need and respond promptly by delivering efficient customer service while maintaining a high level of accuracy in a fast-paced retail environment. Answer phones promptly and in a friendly manner. Assist callers with knowledgeable and accurate information during their inquiries. Utilize strong communication and problem-solving skills to resolve customer concerns, ensuring a positive experience. Perform prospective member calls and tours; assessing their membership needs. Execute retail transactions with accuracy and drive sales goals. Regular, consistent cleaning and sanitizing of the club and equipment for up to 50% of the shift. Ability to answer questions regarding business procedures and policies accurately and in a customer-friendly way. Subject to work at any Planet Fitness location within Houston Fitness Partners franchise. Minimum Skills: Superior customer service skills, preferably 6-12 months of face-to-face customer service experience. Self-starter who takes initiative with minimal direction and supervision. Must be punctual and dependable with a solid work ethic. Basic computer proficiency and ability to manage multiple responsibilities. Minimum Qualifications: Must be 18 years of age or older. Ability to pass a background check. Willing to become CPR/AED Certified prior to gaining employment and maintain your certification while employed. Physical Demands of the Overnight Member Services Representative: Continual standing and walking throughout the club to accomplish tasks during shift. Ability to work 3rd shift (overnight) alone, Must be able to lift up to 50 pounds. Will encounter toxic chemicals during shift. Frequent cleaning and sanitizing of equipment and facilities. Some bending, twisting, and reaching are required to accomplish tasks. Benefits of Joining Our Team: Medical, Dental, and Vision Insurance for Full-time staff (work a minimum of 30 hours per week). 401(k) plan eligible after 12 months of employment. Free PF Black Card gym membership. Opportunities for growth. As part of our hiring process, we use the E-Verify system to confirm that new employees are legally authorized to work in the United StatesWe provide 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.Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Planet Fitness never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
    $33k-47k yearly est. Auto-Apply 20d ago
  • Personal Banker II Float

    Montecito Bank & Trust 4.1company rating

    Finance service representative job in Goleta, CA

    Join Montecito Bank & Trust as a Personal Banker II Float! As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace. About the Role Montecito Bank & Trust is seeking a part-time Personal Banker II Float to join the team in our Solvang Branch. As a Personal Banker II Float, you will deliver a World Class Experience by providing excellent customer service to all internal and external customers. You will be a point of contact for walk-in customers, assisting with cash handling, sales, and referral needs. The Personal Banker II Float will educate clients about MB&T's products and services matching the customer's needs. You will also be cross trained to support the platform as needed with maintaining and opening accounts, discussing loans, and making referrals to other lines of business. While assigned to a “home branch”, the float must be able to report to any branch as needed and provide own reliable transportation. You will be located in Goleta, CA with a fully on-site work schedule, and travel throughout the Bank's northern footprint (Santa Maria to Goleta) when necessary. The part-time schedule will be 30 hours per week. What We're Looking For High school diploma or G.E.D. required; some college preferred One to three years of personal banker experience or commensurate sales experience, and six months previous point of sales experience required The ability to be registered as a Mortgage Loan Originator with the National Mortgage Licensing System and Registry The ability to pass a criminal background check administered by the Secretary of State in order to be commissioned as a Notary Public Customer service oriented with a desire to work with the public Strong sales skills and ability to accurately handle large amounts of currency Your Responsibilities The essential functions of this role include, but are not limited to: With a good understanding of the bank products/services and the customer, offers information on bank products and services that can benefit the customer and enhance the banking relationship Handles a variety of cash and negotiable transactions accurately and efficiently Accurately operates network computers/software, and other equipment necessary, to handle financial transactions Assists in the acquisition of consumer and small business loan relationships; accepts consumer and small business loan applications and closes loans as directed by management Provides professional resolution to customer inquiries and/or issues Works as part of the branch team to ensure individual and branch goals are met Your Benefits Workplace Culture that Values YOU Competitive Pay Medical, Dental, Vision, & Life Insurance 401K Matching/Retirement Planning Paid Vacation Time, Sick Time, Federal Holidays, & Volunteer Time Associate Bank Accounts Bank Gatherings, Events, & Associate Engagement Activities Individual pay is based on a multitude of factors, including candidate's experience, knowledge, skills, and abilities needed to perform in the position and pay equity. Equal Employment Opportunity Montecito Bank & Trust is an equal opportunity employer. Montecito Bank & Trust is committed to providing equal employment opportunity in our application process to all protected groups, including protected veterans and individuals with disabilities. Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations. Interested in Applying? Apply through Indeed or visit our website Montecito Bank Careers Review the openings using the “Explore Opportunities” tab. Select “Apply Now” to review the desired position and click “Apply” to submit your application. Create a personal log-in to apply.
    $31k-36k yearly est. Auto-Apply 60d+ ago
  • Personal Banker Bilingual Spanish - Goleta

    Wells Fargo 4.6company rating

    Finance service representative job in Goleta, CA

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + Bilingual speaking and listening proficiency in Spanish/English **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Must take and pass required language assessment + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + 195 N. Fairview Ave., GOLETA, CA 93117 **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. $23.00 - $31.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 11 Dec 2025 ***** **_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. **Req Number:** R-506010
    $32k-39k yearly est. 25d ago
  • Personal Banker I A

    American Riviera Bank

    Finance service representative job in San Luis Obispo, CA

    Under the direct supervision of the Branch/Service Manager, the position of Personal Banker is responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Acts as second teller ensuring customers receive accurate and responsive service. The Personal Banker is cross-functional and may also perform teller duties, such as receiving checks, cash, and payments for deposits to savings and checking accounts, cashing checks and processing payments. Duties & Responsibilities: Assists consumers in their selection of various accounts, products and financial services available from the Bank; recognizes appropriate products or services for customers and ensures opportunities are presented by applying professional sales techniques. Knowledgeable of all bank products and services Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation. Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); reviews verification, OFAC, and Chexsystems reports to determine if account should be opened; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing. Researches and analyzes data in order to resolve basic customer problems. Answers customer questions with accounts, ATM cards/transactions, balancing, fees, and account adjustments within given authority. Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues. Issues cashier's checks and accepts wire transfer requests. Performs safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports. Receives and processes stop payment and hold orders. Presents funds received from customer to teller for initial deposits; determines funds availability and obtains receipt for customer. Processes debit card orders, address changes, check and deposit slip orders, and endorsement stamp orders. Processes DDA lines of credit payments and file maintenance. Processes statements, renewal notices and interest payments for IRA and certificates of deposit accounts. Assists customers over the phone while using proper phone etiquette. Ability to function as a teller - Approximately 25% of Job Expectation. Balances drawer… Receives retail, commercial checking, and savings deposits by determining that all necessary documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and accepts loan payments; confirms all necessary documents and properly authorized, in proper form and within authorized limits; makes decisions when questionable items are presented for cashing. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. May also act as dual control on night depository duties and ATM servicing; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May also act as dual control to balance and process ATM, vault, and night drop transactions. General: Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the Bank through outside activities. Maintains a regular and reliable attendance record. Comply with all applicable OSHA safety standards, including: Read the workplace safety and health poster at the jobsite. Report hazardous conditions to your supervisor and/or HR Report any job-related injury or illness to your supervisor and/or HR, and seek treatment promptly. Compliance Complies with all bank policies and procedures and all applicable government regulations including, but not limited to Federal Regulations - Reg DD, Reg CC, Reg D, Reg E, Reg P, Reg Z; Staying current and knowledgeable of all policies, procedures and regulations related to the job functions and completing all assigned training on time, and requesting additional training as needed to be proficient in all job responsibilities; Cooperating with internal and external auditors and bank examiners by providing full cooperation and timely delivery of requested documentation and information; and reporting concerns about compliance to the Compliance Officer to enable prompt remediation. Complies with Bank policies and procedures relating to the Bank Secrecy Act (BSA), and Anti Money Laundering (AML) and Office of Foreign Asset Control (OFAC) guidance. Report suspicious activity to the BSA Department through a Suspicious Incident Report (SIR). Processes transactions accurately with all required Bank Secrecy Act (BSA) information. Adheres to privacy and information security policies, and ensure all sensitive internal and external customer information is properly secured and safeguarded. Use secure methods delivering client and/or confidential data by email. Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; and maintains a diverse workforce. Qualifications: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED); or 2 or more years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Requires at least 1 year of experience, knowledge and training in branch operation activities, terminology and products and services relating to retail account customers. Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and; mainframe computer system; and word processing, spreadsheet and account opening software programs. Basic knowledge of general office practices. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner. Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees. Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations. Effective organizational and time management skills. Working Conditions & Physical Requirements: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The employee will be situated in an office type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc. The employee in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), driving, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching. The employee for this position may operate any or all of the following: telephone, cell phone, copy and fax machines, adding machine (calculator), scanner and image systems, personal computer and related printers, or other equipment as directed. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. Direct Reports: No Direct Reports.
    $34k-46k yearly est. Auto-Apply 25d ago
  • Relationship Banker - San Fernando Valley East area

    Bank of America Corporation 4.7company rating

    Finance service representative job in Mission Hills, 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! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. 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 financial services and knowledge of financial services industry, products and solutions. * One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. * Six months of cash handling experience. * Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance * Bilingual in Spanish, Armenian, or Russian preferred 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 Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-38k yearly est. 12d ago
  • (7890) San Luis Obispo: Customer Service Rep

    Domino's Franchise

    Finance service representative job in San Luis Obispo, CA

    No one likes being bored at work, which is why a Domino's job is all about having fun! We live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. Come join the #1 Pizza Company in the world! Job Description As a Customer Service Representative (CSR), you are the first and sometimes the only impression of us. Your contact with every Customer plays an essential key role that helps us create smiles by making lives easier. You are the face of Domino's. What are some things a CSR does?! Provide a fun, happy, and exciting environment for our customers while taking orders. Uphold and represent a rock-solid brand image. Get into the action and make the perfect product all the time. Multitask in a competitive, fun, and fast-paced work environment. ADVANCEMENT Many of our team members began their careers as CSRs and delivery drivers and today are successful Domino's franchise owners. From customer service representative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity. Our company prides itself in promoting to management and above store roles from within. What does that mean for you? You can start as a CSR and move up the ranks to management. Who knows? Maybe you are the next Domino's franchisee! Qualifications Must be 16 years or older. To enter into management you must be 18 years or older. Additional Information California Pay Disclosure: The rate of pay is the applicable minimum wage rate with potential $0.25 to $1.50 per hour depending upon experience and longevity with the employer. All your information will be kept confidential according to EEO guidelines.
    $32k-42k yearly est. 8d ago
  • Banker

    Coasthills Credit Union 4.0company rating

    Finance service representative job in San Luis Obispo, CA

    Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.
    $35k-55k yearly est. Auto-Apply 54d ago
  • Personal Banker Bilingual Spanish - Goleta

    W.F. Young 3.5company rating

    Finance service representative job in Goleta, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 195 N. Fairview Ave., GOLETA, CA 93117 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. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 18 Dec 2025 * 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.
    $32k-37k yearly est. Auto-Apply 2d ago
  • Personal Banker Bilingual Spanish - Goleta

    Wells Fargo Bank 4.6company rating

    Finance service representative job in Goleta, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 195 N. Fairview Ave., GOLETA, CA 93117 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. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 11 Dec 2025 * 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.
    $32k-39k yearly est. 24d ago
  • Personal Banker I A

    American Riviera Bank

    Finance service representative job in San Luis Obispo, CA

    Under the direct supervision of the Branch/Service Manager, the position of Personal Banker is responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Acts as second teller ensuring customers receive accurate and responsive service. The Personal Banker is cross-functional and may also perform teller duties, such as receiving checks, cash, and payments for deposits to savings and checking accounts, cashing checks and processing payments. Duties & Responsibilities: * Assists consumers in their selection of various accounts, products and financial services available from the Bank; recognizes appropriate products or services for customers and ensures opportunities are presented by applying professional sales techniques. Knowledgeable of all bank products and services * Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation. * Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); reviews verification, OFAC, and Chexsystems reports to determine if account should be opened; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing. * Researches and analyzes data in order to resolve basic customer problems. Answers customer questions with accounts, ATM cards/transactions, balancing, fees, and account adjustments within given authority. * Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues. * Issues cashier's checks and accepts wire transfer requests. * Performs safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports. * Receives and processes stop payment and hold orders. * Presents funds received from customer to teller for initial deposits; determines funds availability and obtains receipt for customer. * Processes debit card orders, address changes, check and deposit slip orders, and endorsement stamp orders. * Processes DDA lines of credit payments and file maintenance. * Processes statements, renewal notices and interest payments for IRA and certificates of deposit accounts. * Assists customers over the phone while using proper phone etiquette. * Ability to function as a teller - Approximately 25% of Job Expectation. * Balances drawer… * Receives retail, commercial checking, and savings deposits by determining that all necessary documents are in proper form, and issuing receipts. * Cashes checks, savings withdrawals and accepts loan payments; confirms all necessary documents and properly authorized, in proper form and within authorized limits; makes decisions when questionable items are presented for cashing. * May assist in opening and closing the vault daily; assists in balancing vault currency and coin. * May also act as dual control on night depository duties and ATM servicing; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. * May also act as dual control to balance and process ATM, vault, and night drop transactions. General: * Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. * Completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the Bank through outside activities. * Maintains a regular and reliable attendance record. * Comply with all applicable OSHA safety standards, including: * Read the workplace safety and health poster at the jobsite. * Report hazardous conditions to your supervisor and/or HR * Report any job-related injury or illness to your supervisor and/or HR, and seek treatment promptly. Compliance * Complies with all bank policies and procedures and all applicable government regulations including, but not limited to Federal Regulations - Reg DD, Reg CC, Reg D, Reg E, Reg P, Reg Z; Staying current and knowledgeable of all policies, procedures and regulations related to the job functions and completing all assigned training on time, and requesting additional training as needed to be proficient in all job responsibilities; Cooperating with internal and external auditors and bank examiners by providing full cooperation and timely delivery of requested documentation and information; and reporting concerns about compliance to the Compliance Officer to enable prompt remediation. * Complies with Bank policies and procedures relating to the Bank Secrecy Act (BSA), and Anti Money Laundering (AML) and Office of Foreign Asset Control (OFAC) guidance. Report suspicious activity to the BSA Department through a Suspicious Incident Report (SIR). * Processes transactions accurately with all required Bank Secrecy Act (BSA) information. * Adheres to privacy and information security policies, and ensure all sensitive internal and external customer information is properly secured and safeguarded. Use secure methods delivering client and/or confidential data by email. * Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; and maintains a diverse workforce. Qualifications: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or 2 or more years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Requires at least 1 year of experience, knowledge and training in branch operation activities, terminology and products and services relating to retail account customers. * Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies. * Intermediate skills in computer terminal and; mainframe computer system; and word processing, spreadsheet and account opening software programs. * Basic knowledge of general office practices. * Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner. * Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees. * Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations. * Effective organizational and time management skills. Working Conditions & Physical Requirements: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The employee will be situated in an office type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc. The employee in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), driving, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching. The employee for this position may operate any or all of the following: telephone, cell phone, copy and fax machines, adding machine (calculator), scanner and image systems, personal computer and related printers, or other equipment as directed. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. Direct Reports: No Direct Reports.
    $34k-46k yearly est. 24d ago
  • Member Services Rep/Backup Fitness Instructor (Woodlands)

    Hfp Pasadina

    Finance service representative job in Woodlands, CA

    Job Title: Back Up Fitness Instructor Pay type: Hourly Pay Rate: $11/HR Planet Fitness is one of the largest and fastest-growing franchisors and operators of fitness centers with over 2,600 clubs and growing! Its mission is to provide a high-quality experience in a welcoming, non-intimidating environment called the “Judgment Free Zone.” Houston Fitness Partners is a leading independently owned franchisee of Planet Fitness. You'll be joining a team that values: • People-we genuinely care about our team + members • Fun- we enjoy the work • Honesty- we lead with integrity • Accountability- we own the outcome • Drive- we take initiative Characteristics that will make you the perfect fit for our Member Services Representative/Back-Up Fitness Instructor: Essential Duties & Responsibilities: Greet members/guests as they enter and exit the club with confidence, high-energy, and professionalism. Anticipate member's/guest's need and respond promptly by delivering efficient customer service while maintaining a high level of accuracy in a fast-paced retail environment. Answer phones promptly and in a friendly manner. Assist callers with knowledgeable and accurate information during their inquiries. Utilize strong communication and problem-solving skills to resolve customer concerns, ensuring a positive experience. Perform prospective member calls and tours; assessing their membership needs. Execute retail transactions with accuracy and drive sales goals. Regular, consistent cleaning and sanitizing of the club and equipment for up to 50% of the shift. Ability to answer questions regarding business procedures and policies accurately and in a customer-friendly way. Subject to work at any Planet Fitness location within Houston Fitness Partners franchise. Backup Duties: Conduct the Planet Fitness group fitness program PE@PF and design simple workout programs as requested and provide coverage for other Fitness Instructors in the area. Gain new and current members to join fitness classes. Enforce a safe workout environment for members at all times. Minimum Skills: Superior customer service skills, preferably 6-12 months of face-to-face customer service experience. Self-starter who takes initiative with minimal direction and supervision. Must be punctual and dependable with a solid work ethic. Basic computer proficiency and ability to manage multiple responsibilities. Minimum Qualifications: Must be 18 years of age or older. High school diploma/GED equivalent required. Ability to pass a background check. Willing to become CPR/AED Certified prior to gaining employment and maintain your certification while employed. Must hold a current Nationally Certified Training Certificate and maintain your certification while employed. Physical Demands of the MSR/Backup Fitness Instructor: Continual standing and walking throughout the club to accomplish tasks during shift. Must be able to lift up to 50 pounds. Will encounter toxic chemicals during shift. Frequent cleaning and sanitizing of equipment and facilities. Some bending, twisting, and reaching are required to accomplish tasks. Benefits of Joining Our Team: Medical, Dental, and Vision Insurance for Full-time staff (work a minimum of 30 hours per week). 401(k) plan eligible after 12 months of employment. Free PF Black Card gym membership. Opportunities for growth. As part of our hiring process, we use the E-Verify system to confirm that new employees are legally authorized to work in the United StatesWe provide 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.Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Planet Fitness never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
    $11 hourly Auto-Apply 6d ago
  • Relationship Banker - San Fernando Valley East area

    Bank of America 4.7company rating

    Finance service representative job in Mission Hills, CA

    Panorama City, California;North Hollywood, California; Sun Valley, California; Van Nuys, California; Valley Village, California; Van Nuys, California; Sherman Oaks, California; Van Nuys, California; Sherman Oaks, California; Sun Valley, California; Mission Hills, California; Van Nuys, California; Woodland Hills, California; Studio City, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************** **:** _At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day._ _Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve._ _Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._ _At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!_ ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** 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 financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance * Bilingual in Spanish, Armenian, or Russian preferred 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 **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-38k yearly est. 60d+ ago

Learn more about finance service representative jobs

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

The average finance service representative in Santa Maria, 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 Maria, CA

$43,000
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