Finance service representative jobs in Stockton, CA - 1,783 jobs
All
Finance Service Representative
Banking Associate
Banker
Service Officer
Bank Specialist
Sales Representative
Bank Representative
Equity Trader
Trader
Finance Representative
Customer Service Officer
Finance & Sales Representative
Business Banker
Customer Service Representative
Service Associate
Sales Representative - Sacramento, CA and Reno, NV - Neurosurgical
Stryker 4.7
Finance service representative job in Sacramento, CA
As a Neurosurgical Sales Representative, you work as part of a sales team honing your sales skills. You support the marketing and sales of Stryker products by covering cases and performing evaluations in both surgical and office environments. You monitor territory development and maintain clear communication with the sales team. Our hard-working and mission-driven Sales Representative will be a part of delivering outstanding customer service to surpass sales targets and performance benchmarks.
**Sales Representative**
What you will do:
+ Build and maintain relationships with healthcare professionals and key accounts to drive sales and account growth.
+ Communicate effectively and build relationships with stakeholders and customers.
+ Respond promptly to customer inquiries and resolve challenges.
+ Manage and prioritize sales activities to maximize market potential.
+ Conduct product evaluations in Operating Room and office settings.
+ Provide comprehensive Stryker product knowledge and training to customers.
+ Manage and maintain sample inventory of products meticulously.
+ Participate in and represent Stryker at industry events and conferences.
+ Promote and sell Stryker products.
+ Track territory progress and communicate effectively with your Regional Sales Manager.
+ Persuasively demonstrate the value of our products.
+ Solve product problems onsite and educate medical staff.
+ Exceed sales goals and performance metrics.
What you need:
Required
+ 5+ years in an outside sales position or bachelor's degree from an Accredited University.
+ Basic computer knowledge including Microsoft Office suite programs including Excel, Outlook and PowerPoint.
+ Knowledge and experience with sales techniques, marketing strategies, product demonstrations and sales control systems.
+ Valid driver's license.
Preferred
+ 2+ years in Medical Device or B2B sales.
**Commission only:** This role is 100% commission and is eligible for bonuses + benefits.
Learn more about Neurosurgical Products: *******************************************
\#LIInstruments
Health benefits include: Medical and prescription drug insurance, dental insurance, vision insurance, critical illness insurance, accident insurance, hospital indemnity insurance, personalized healthcare support, wellbeing program and tobacco cessation program. Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance. Stryker offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually. Depending on customer requirements employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required to obtain various vaccinations as an essential function of their role.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer - M/F/Veteran/Disability.
$39k-54k yearly est. 2d ago
Looking for a job?
Let Zippia find it for you.
Sales Representative
Alliance Designer Products
Finance service representative job in Fremont, CA
About the Company
We are looking for a self-motivated sales rep to join our highly successful team in the Bay Area market. Alliance Gator is the industry leader in the hardscape accessories market with worldwide distribution of its products. Our partners have come to depend on our superior quality products, hands-on service, and industry certified training. We are looking for self-motivated sales reps to join our highly successful team. Alliance is based in Montreal, Canada.
About the Role
Help to continue the growth of sales and training throughout the respective market with existing and new customers.
Responsibilities
Service and support existing customer base (national partners, dealers and contractors)
Expand and grow product sales within existing customer base
Cultivate new customers and end users
Support aggressive plan to promote Alliance products in the market
Present/facilitate industry certified training presentations
Conduct hands-on product demonstrations in classroom and job site settings
Qualifications
5 years building products sales experience or equivalent
4-year degree or equivalent background in the construction or hardscape industry
Required Skills
Excellent verbal and written communication skills
Demonstrated public speaking skills to audiences of 25-35+ attendees
Strong time management, organization and proper decision-making skills
50% travel within territory and occasionally to national trade shows and corporate meetings
Bi-lingual English-Spanish a must
Must be proficient with computer and CRM software
Must have passport and able to travel to Canada
Must own reliable vehicle for travel and transport product samples (company has vehicle allowance)
Must have valid driver's license, registration and proof of insurance
Occasional long-distance travel by car or air may be necessary; overnight travel 1-2 nights per week
Physical Requirements
Must be physically and mentally able to work 40+ hours per week, Monday through Friday
Must be able to lift/move and use 50 lbs of samples
Must be able to work on hardscape job sites and demonstrate proper use of products; provide technical guidance and hands-on support to end-users
Must reside in Bay Area
Pay range and compensation package
Base salary of $75,000 plus $1,100 monthly car allowance; benefits include health, dental, and 401K
$75k yearly 4d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Sacramento, CA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$72k-121k yearly est. Easy Apply 60d+ ago
Part Time Customer Service Officer- $22.66 (#726)
Sunstates Security 3.8
Finance service representative job in Sacramento, CA
Become part of one of the largest and fastest-growing privately held security companies in the U.S! Since 1998, Sunstates Security has built a national reputation for delivering exceptional services while fostering high-quality work environments for our team. We are dedicated to hiring, developing, and retaining a professional workforce that reflects our commitment to excellence.
We believe in strategic reinvestment in our people by offering a benefits package that exceeds industry standards, pathways for career advancement, extensive internal training, and employee recognition programs. Our team members are provided with the tools, knowledge, and hands-on management support necessary for long-term success.
Our commitment to a superior workplace culture is reflected in our most recent national accolades. Sunstates Security is proud to be recognized as a 2026 Forbes Dream Employer, an honor based on independent employee feedback and workplace excellence. Additionally, we have been named a 2026 Training MVP by Training Magazine, marking the third consecutive year we have accepted this prestigious recognition. We also continue to be celebrated for our steady growth and stability on the Inc. 5000 list of America's fastest-growing private companies.
At the heart of everything we do are our core values of honor, integrity, and trust. If you are searching for a rewarding career with a proactive security partner that protects some of the country's leading organizations, we invite you to explore the possibilities at Sunstates Security. Join a successful, growing team where your talent is appreciated and have opportunities to advance your professional career.
Job Skills / Requirements
HIRING IMMEDIATELY
Sunstates Security is hiring a Part Time Customer Service Officer in the surroundings areas of Sacramento, CA area. This position offers a pay rate of $22.66/hr, paid weekly.
Schedule:
Tuesday - 2:00 PM - 10:00 PM
Saturday - 2:00 PM - 10:00 PM
Includes a positive work environment with the following benefits:
Commute-friendly location.
Extensive industry training.
Advancement opportunities.
Requirements:
CA Guard Card/ 40-hour Certificate preferred.
CPR Card.
To be considered, only those applicants who have submitted their most recent applications/resumes will be reviewed.
Successfully complete Sunstates background check which includes a 10 Panel Drug Screen and the clients more extensive background check.
Must be 21 years of age or older with a valid driver's license, a clean driving record, and more than 3 years of driving experience.
Responsibilities:
Provide exceptional customer service by upholding our standards in a friendly, professional, and courteous manner.
Conduct exterior and interior patrols of multiples building at a given time.
Ability to answer questions in a timely and professional manner for corporate employees and visitors.
Natural composure and an infectious attitude towards arising issues with the ability to adapt quickly and develop practical solutions with minimal supervision.
Prepare all required written reports in an ongoing and timely manner, including but not limited to: Daily Activity Reports (DAR's) and Incident Reports.
Ability to use Technology in a proficient way using platforms like Slack, & Emails.
Operating phones, radios, and computer systems and applications such as MAC IOS, Microsoft Office 365, and Google Suites.
Monitoring Closed Circuit Television (CCTV) and alarm panels for emergencies and potential issues.
Following site specific post orders, pass down messages, and being in compliance with employee handbook guidelines at all times.
Conduct interior and exterior patrols within an office, and industrial complex.
A Security Officer may perform a multitude of duties as specified by the Post Orders and Standard Operating Procedures (SOP). The Security Officer will read and become extremely knowledgeable of Post Orders and SOP, and will be able to act quickly and efficiently according to such directives.
Education Requirements (All)
High School diploma or equivalent
Certification Requirements (All)
CA Guard Card
Additional Information / Benefits
The Sunstates customizable benefits package includes the following minimum components:
Affordable Care Act compliant Medical Benefits Program
Dental Insurance Program
Free Life Insurance
Disability Insurance
Paid Time Off & Bereavement Leave
Paid Holidays
Direct Deposit or Pay Cards
Employee Incentives
Referral Bonuses
Employee of the Month Award
Education Reimbursement
Service Awards
Employee Involvement Initiatives
Management Mentoring and Support
Career Advancement
401K program
Only candidates who meet our rigorous employment standards and who are excellent matches for open positions (as personally verified by Site Managers) are invited to join our security team. We are proud to be an Equal Opportunity Employer and supporter of our military veterans!
Benefits: 401K/403b Plan
This is a As Needed position 1st Shift, 2nd Shift, 3rd Shift, Weekends, Flex.
$22.7 hourly 60d+ ago
Junior Trader
Tanius Technology
Finance service representative job in Alamo, CA
At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and run trades. Your role will include training on the Tanius platform of tools for trading and risk management, deep tick by tick research guis, historical tick databases available for python research, and clusters for large scale simulation and optimization.
This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
No trading experience is necessary, but a track record of persistence and accomplishing hard things is what are are looking for. We will provide training and mentorship to get you ready for your role.
Trading is a high pressure environment, in which we take risk management and compliance with regulations at the core of what we do.
This is an on premise position in Alamo, CA. Remote options for this role will not be considered.
Qualifications
Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field.
Experience or interest in programming (Excel, Python etc)
Strong interest in financial markets and trading.
Strong communication and interpersonal skills.
High level of attention to detail and accuracy.
Ability to work well in a team and under pressure.
Self-motivated with a strong desire to learn and succeed.
Benefits
Competitive salary with performance-based bonuses.
Comprehensive health insurance.
Paid time off and holidays.
Collaborative and innovative work environment.
$68k-113k yearly est. Auto-Apply 60d+ ago
Part Time (30 hours) Associate Banker, Countryside Dr Branch, Turlock, CA Bilingual Spanish Required
JPMC
Finance service representative job in Turlock, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Reading and speaking in both English and Spanish is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer
for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial
diversions or program entries.
$52k-106k yearly est. Auto-Apply 60d+ ago
Service Desk Representative
Active Wellness 4.2
Finance service representative job in Vacaville, CA
Pay Transparency: $16.50 - $17.00 per hour (DOE) Role and Responsibilities The Service Desk Representative is a high profile customer service position delivering beyond our member's expectations. They contribute to member retention, as well as new membership sales. This person has the responsibility of being responsive to members; checking members in and acting as a resource for members' needs of goods and services while in the club facilities. The Service Desk Representative acts as the clubs first line of communication with members and creates a friendly and welcoming environment.
Specific Responsibilities
Essential Functions
* Greet members/guests enthusiastically and efficiently handle the check-in process
* Answer telephone and field calls
* Schedule services appointments and take reservations either in person or by phone
* Assist members with purchases of retail goods and club services
* Present membership information to prospective members, as well as refer them to Member Sales Department
* Be knowledgeable about all programs and activities offered throughout the center
* Promote club services and activities
* Assist with keeping the club well stocked and clean
* Inventory of food items as well as locker and laundry service
* Maintain communication log and lost & found ledger
* Handle member injury and illness incident reporting
* Administer emergency care to members and guests in need of assistance
* Work as a TEAM with all other departments
* Other duties and responsibilities as assigned by supervisor
Other Functions
* Promote club services and activities
* Assist with keeping the club well stocked and clean
* Attend Active Wellness site meetings and trainings
* Handle injury and illness and security incident reporting
$16.5-17 hourly 30d ago
Customer Service Representative
Amerivet 3.6
Finance service representative job in Hayward, CA
Hayward Animal Clinic is looking for an enthusiastic and organized person to join our CSR team. We are located in the hills of Hayward, just adjacent to Cal State East Bay. Our CSRs (Customer ServiceRepresentative) are responsible for answering the phone, scheduling appointments, greeting clients, admitting and checking out patients, processing payments, managing financial information, and communicating information between clients and staff.
Our ideal candidate will have at least one-year experience in a veterinary setting and a strong customer service background. If you possess an exceptional can-do, friendly, personality and have a desire to learn, come join our team! Experience using an electronic medical record system is a plus. The ideal candidate must have the ability to stay on task, be a positive role model, work energetically, have the ability to show empathy toward clients, have excellent interpersonal communication skills, and a commitment to outstanding client service.
Compensation will align with skill level and experience. Range $20-25
Benefits:
401k with match
Outstanding benefit package including medical, vision, dental, life insurance, HSA and more!
Paid time off and sick leave
Veterinary service/product discounts
Requirements
Previous Experience in a veterinary hospital setting
Ability to work with clients and other team members in a customer service focused setting
Willingness to train and develop other team members
Ability to sit and stand for 8 hours per day
At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.
Here's what you can expect when you join our team:
Tailored development programs, mentorship, and career pathing to help you achieve your unique goals.
Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
Generous paid time off and holidays, because your personal time matters.
A supportive, collaborative environment where everyone feels a sense of belonging.
Please note: Any Benefits listed above apply to full-time employees.
At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
$33k-42k yearly est. Auto-Apply 14d ago
Resident Services Associate
Firstservice Corporation 3.9
Finance service representative job in Rio Vista, CA
The Resident Services Associate serves as the ambassador to all resident first impressions with the FirstService Residential team on behalf of the community. This position will primarily provide exceptional customer service in serving residents of this community as part of the front desk team. Possesses strong communication, telephone, and customer service skills.
Compensation: $18-22/hr
FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future.
Your Responsibilities:
* High-level front-end concierge services to the residents of the community to provide a quality community lifestyle experience.
* Responds to residents in a professional, courteous and timely manner, without exception.
* Ensures that the telephone is answered professionally, and messages are handled courteously, accurately and in a timely manner.
* Assist residents with the amenity reservation process and service requests.
* Assist with facility management responsibilities that include but not limited to; monitoring of service providers/contractors and all facility operations.
* Respond to homeowner inquiries regarding facility usage and maintenance concerns.
* Receive and inspect materials delivered for various project to ensure quality and quantities of material and notify the applicable responsible party.
* Attend and participate in designated meetings or functions as requested.
* Anticipates and improves services and/or facilities by obtaining and evaluating resident observations, and feedback.
* Tracks accomplishments and challenges, constantly evaluating the service levels.
* Improves services by obtaining and evaluating resident observations opinions, and criticisms.
* Initiate the preparation of activity logs, incident reports, Management Reports and any other documentation that may be required for risk management or mandated by governing agencies and submit to the Resident Services Manager, Operations Manager, and/or General Manager review/approval.
* Assists in investigations and tape/log reviews for any unusual incidents.
* Other duties as assigned.
Skills & Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
* An ability to follow oral and written directions, keep accurate records, fill out logs and journals, and perform administrative operational functions.
* Works effectively with co-workers, clients, vendors, and others by sharing ideas in a constructive and positive manner; able to address problems and issues constructively to find mutually acceptable and practical business solutions.
* Strong ethical practices.
* Schedule is subject to change based on business needs.
* Proficient in speaking, reading and writing English as this position requires interfacing verbally with the public, tenants, peers and supervisors.
* Bilingual Spanish, desirable
* General math skills.
* Ability to determine next level involvement for problem resolution.
* Must demonstrate good judgment.
* Must be able to work well under pressure and deadlines, as well as work independently and prioritize time effectively.
* Ability to make decisions and solve problems creatively.
* Practice and adhere to FirstService Residential global service standards.
* Conduct business at all times with the highest standards of personal, professional and ethical conduct.
* Ensure all safety precautions are followed while performing the work.
* Follow all policies and Standard Operating Procedures as instructed by Management.
* Perform any range of special projects, tasks and other related duties as assigned.
* Must model positive attitude and customer service skills when communicating with our clients and associates.
* Strong verbal and written communication skills.
* Ensure confidentiality between FirstService Residential, Board Members, homeowners and staff.
* Enforce all rules, regulations and policies as established by the Board of Directors.
* Must be well groomed and maintain a professional demeanor at all times.
* Must have outstanding administrative and organizational skills, with the ability to perform multiple tasks at the same time.
* Must be able to research information from the internet or other appropriate resources in a time efficient manner.
* Must be able to identify priorities and implement efficiencies.
* Must be able to keep commitments; keep others informed of work progress, timetables and issues; address problems and issues constructively to find mutually acceptable and practical business solutions.
* Address others by name, title or other respectful identifier, and; respecting the diversity of our workforce in actions, words and deeds.
Education & Experience:
* Must have previous experience in front end customer service in property management, concierge services in hospitality or other like industries.
* Certification in CPR and First Aid is desirable.
* Completion of College level courses with concentration in Business, Hospitality or Management is desirable.
Physical Requirements and Working Environment:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Must be able to sit and/or stand for extended periods of time.
* Must be able to lift up to 35 pounds to support community events and activities set up and tear down.
* Must have finger dexterity for use of a keyboard.
* Must be able to handle pressure and stress related to the job.
* Must work effectively with co-workers, clients and others by sharing ideas in a constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments; keeping others informed of work progress, timetables and issues; addressing problems and issues constructively to find mutually acceptable and practical business solutions; and; respecting the diversity of our workforce in actions, words and deeds.
* The work environment characteristics are small office conditions at an onsite facility.
* Occasional evening and weekend meetings/events will be required.
* Consistent and regular attendance required.
Tools & Equipment Used:
* General office equipment
* Valid California State Driver's License and state mandated insurance.
What We Offer:
* Medical, dental, and vision plans (full time and part time 30+ hours)
* Part time 20+ hours qualify for dental and vision
* 401K match
* Time off including vacation, sick, and company paid holidays
* Pet insurance available
* Tuition reimbursement
* Legal services
* Free emotional wellbeing and daily life assistance support for all associates
* Domestic partner coverage
* Health savings account
* Flexible spending account
About Us:
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.
Experience exceptional service with a fulfilling career in property management with FirstService Residential.
To learn more about our company and culture, please visit ********************************
Disclaimer
The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.
FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.
$18-22 hourly 7d ago
Administrative Services Officer I
Vets Hired
Finance service representative job in Sacramento, CA
In a staff capacity within line departments, the Administrative Services Officer I performs a wide range of administrative support duties involving budgets, policies, procedures, organization, planning, contracts, facilities, systems, equipment, supplies, personnel, and special projects. Specific responsibilities vary depending on assignment, and positions may emphasize analytical, budgetary, or fiscal duties. While incumbents typically do not perform line functions of the department, they are expected to gain knowledge of departmental operations to effectively provide administrative support. The role may also include providing supervision or work direction to clerical or technical staff.
Examples of Knowledge and Abilities
Knowledge of:
Principles of public administration, organization, and management.
Budget preparation, analysis, and control.
Accounting and statistical methods.
Personnel administration and supervision.
Analytical methods for evaluating administrative and management practices.
Legislative processes at the county, state, and federal levels.
Practical applications of computer systems and equipment.
Inventory control and space management.
Contract negotiation, preparation, and monitoring.
Basic word processing and office procedures.
English grammar, punctuation, spelling, and usage.
Ability to:
Perform budget analysis, preparation, and monitoring.
Research, analyze, and recommend improvements to administrative or procedural operations.
Prepare clear, logical, and concise reports and correspondence.
Present findings and recommendations effectively.
Establish and maintain cooperative working relationships.
Acquire subject matter expertise related to departmental functions, laws, and procedures.
Operate computer equipment and related applications.
Prioritize and organize work efficiently.
Analyze financial and statistical data accurately.
Supervise and provide direction to clerical and technical staff.
Train others in administrative procedures and best practices.
Represent the department effectively to other agencies and public bodies.
Employment Qualifications
Minimum Qualifications
Either:
One year of full-time experience in a supervisory position involving personnel selection, counseling, discipline, budgeting, and policy/procedure development in Sacramento County service.
Or:
2. A bachelors degree (or higher) from an accredited college or university in a field related to administration, management, or finance.
Or:
3. One year of full-time experience in Sacramento County service in one of the following classifications:
Accountant
Auditor / Auditor-Appraiser
Executive Secretary or Secretary to an elected official
Legal Executive Secretary or Legal Research Assistant
Personnel Technician (formerly Personnel Assistant)
Public Information Officer (formerly Communication and Media Officer I or Public Information Specialist)
Workers Compensation Assistant
Or:
4. Two years of full-time experience in Sacramento County service performing lead, budgetary, administrative, or personnel duties at a level equivalent to:
Senior Account Clerk (formerly Account Clerk III)
Senior Court Process Clerk
Senior Election Assistant
Senior Office Assistant / Senior Office Specialist
Senior Student Intern
Or:
5. One year of full-time paid experience equivalent to an Administrative Services Officer I in Sacramento County, or as a Staff Services Analyst with the State of California or similar government agency, involving budget development, policy and procedure management, and/or personnel administration.
Working Place: Sacramento, California, United States Company : 2025 Virtual Fair - Nov 6th County of Sacramanto
$52k-87k yearly est. 60d+ ago
Associate Banker
Bank of Montreal
Finance service representative job in Modesto, CA
Application Deadline:
01/30/2026
Address:
901 H St.
Job Family Group:
Retail Banking Sales & Service
This is a part-time 25 hours a week position.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$43,100.00 - $58,300.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$43.1k-58.3k yearly Auto-Apply 36d ago
Dealer Automotive Sales Representative/Finance
Alpha Motorsports of Sacramento Inc.
Finance service representative job in Sacramento, CA
Job DescriptionBenefits/Perks
Careers Advancement Opportunities
Flexible Scheduling
Competitive Compensation
We are looking for a high-performing Dealer Automotive Sales Representative/Finance to join our successful dealership. If you have a proven track record of sales experience/Finance and fantastic communication skills, we want to hear from you. As an Dealer Automotive Sales Representative/Finance you will grow our customer base by identifying potential customers, keeping in touch with existing customers, and making sure that everyone has a positive purchasing experience. You will greet guests and build rapport, answer questions about vehicles, and facilitate test drives. Mentorship programs, ongoing education. This is a great opportunity for someone with strong interpersonal skills and sales experience.
Responsibilities
Greet customers as they arrive at the dealership
Create a professional environment that builds rapport and puts customers at ease
Answer customer questions about new and used cars, vehicle specifications, and the loan application process
Use CRM software to maintain a customer database you will use to drive automotive sales
Conduct test drives and demonstrate vehicle features
Use strong negotiation skills to complete the sales process while maintaining a high level of customer satisfaction
Qualifications
High school diploma or GED equivalent is required; a bachelors degree is preferred
Valid state-issued drivers license and clean driving record are required
Prior sales experience in a dealership or showroom setting is preferred
Excellent communication and negotiation skills
Ability to manage time and serve customers with little supervision
Benefits
. Medical
. Dental
. Vision
$50k-85k yearly est. 30d ago
Part Time Associate Banker North Sacramento (30 hours)
Jpmorgan Chase 4.8
Finance service representative job in Sacramento, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Sacramento,CA $22.50 - $27.60 / hour
$22.5-27.6 hourly 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Aaron Williams-State Farm Agent
Finance service representative job in Folsom, CA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Paid time off
ROLE DESCRIPTION: As a life insurance sales representative with the Dr. Aaron Williams State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable customer resource and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice based on life insurance.
Assist clients with portfolio management and asset allocation in the category of life insurance.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with regulations.
QUALIFICATIONS:
1+ years of experience in life insurance sales
Strong analytical and communication skills.
Life Insurance licensed
$32k-51k yearly est. 4d ago
Financial Services Representative State Farm Agent Team Member
Shoua Lee-State Farm Agent
Finance service representative job in Folsom, CA
Job DescriptionBenefits:
Opportunity for advancement
Paid time off
Training & development
401(k)
ROLE DESCRIPTION: As an FinancialServicesRepresentative State Farm Agent Team Member for Shoua Lee - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Promote successful and long-lasting customer relations.
QUALIFICATIONS:
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Experience managing client relationships is preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal, and listening
Dedicated to customer service
Able to anticipate customer needs
Able to effectively relate to a customer
BENEFITS:
Paid time off (holidays and personal/sick days)
Salary plus commission/bonus
Growth potential/opportunities for advancement within my agency
$32k-51k yearly est. 7d ago
Banker
Quality Talent Group
Finance service representative job in Sacramento, CA
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financialservices, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financialservices employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$40k-84k yearly est. 6d ago
Operational Branch Services Officer
Westamerica Ban 3.6
Finance service representative job in Turlock, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals:
Delivering a wide variety of financialservices with a superior customer service guarantee.
Weekly Working Hours: 40
Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products.
Essential Functions:
Customer Service
Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, it's your time, 24hrs or bust, Statement of fact, everybody makes a difference)
Adhere to QIS standards minimum 95%.
Actively contributes to team success through clear, effective communication with Co-workers.
Make outbound service or sales calls via telephone and written correspondence as directed by CSM.
Sales Support
Meets goal of $110/FTE per month on average.
Assist CSM with internal sales activity for new product and service referrals.
Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts.
Cross sell appropriate products and services to clients and prospects.
Contributes to Key Initiatives.
Decision Making and Accountability
Exercise sound judgment to protect Bank assets and control losses.
Assist CSM with Audit readiness of branch.
Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
Coach / train staff.
Meet attendance guidelines.
Respond well to constructive feedback and work to correct any noted concerns.
Support CSM with teller line coverage and schedules.
Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault.
Security
Adhere to Control Consciousness policies and procedures.
Follow branch security procedures in opening, closing, and branch operations.
Transaction Accuracy
Meet established standards for accuracy and compliance with policies and procedures.
Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits
Compliance Responsibilities
Complete regulatory tutorials to ensure understanding of compliance standards & expectations.
Answer regulatory questions correctly during Audit/Branch Review.
Promotional Guidelines:
BSO's are eligible for promotion based upon the following minimum criteria:
Must be in current position for six months.
Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria.
Must not have been on counseling for same six-month period.
Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category.
CSM may require additional training/classes based upon specific branch need.
Work Environment:
The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.
Equipment Used To Perform Functions:
10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment.
Decision Making: (Give examples of decisions and recommendations made by incumbent)
Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation.
Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction.
Supervisory Responsibility: (List number of subordinates)
Directly Supervised: -0-
Supervised by Subordinates: -0-
Financial Impact:
Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank.
Requirements
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
Good customer relations and basic math skills required.
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 the job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.
MENTAL DEMANDS:
Accurately count and dispense funds to customer.
Recognize opportunities to cross-sell products.
Respond positively to challenging customers.
Maintain established service standards.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description $16.50 - $19.21
$41k-56k yearly est. 60d+ ago
Associate Banker
BMO Harris Bank 4.1
Finance service representative job in Benicia, CA
Application Deadline:
01/19/2026
Address:
1001 1st St.
Job Family Group:
Retail Banking Sales & Service
Part-time 20 hours per week. Bilingual in English and Spanish Language is preferred.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$43,100.00 - $58,300.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$43.1k-58.3k yearly Auto-Apply 13d ago
Animal Services Officer I/II
City of Citrus Heights, Ca 3.9
Finance service representative job in Citrus Heights, CA
Proposed Hiring Process: Initial Application Period: 1/06/2026 - 1/26/2026 Screening and Review: 1/27/2026 - 1/30/2026 Tentative Interviews will be held Friday February 6, 2026 Under direction, performs a variety of duties involved in the enforcement of various City and state Animal Services ordinance, regulations, and laws governing the care and keeping of livestock and wild and domestic animals in the City; investigates complaints regarding nuisance, stray, uncontrolled, dangerous, wild or diseased animals and issues appropriate citations; transports animals to City designated shelter; prepares written reports for prosecution of local ordinances and state law; provides public information and education to citizens and community groups regarding animal services; and performs other duties related to humane animal protection and control.
* Enforces applicable Animal Services codes and licensing ordinances; issues citations for violations of applicable regulations; files criminal complaints with City Attorney or District Attorney; testifies in court or administrative hearings regarding citations and disposition of complaints as necessary.
* Responds to and conducts the investigation of complaints regarding animal cruelty and abuse.
* Patrols area to capture and confine wild, stray and unlicensed animals; impounds sick, injured, stray, poisonous, dangerous, or trapped domestic and non-domestic animals; removes and disposes of dead animals from public and private properties; quarantines and disposes of animals as appropriate; transports animals.
* Investigates complaints from the public and other agencies regarding nuisance, stray, uncontrolled, dangerous, wild or diseased animals.
* Investigates animal bites, arranging for appropriate identification and quarantine.
* May perform and/or assist in the euthanasia of animals.
* Examines animal licenses for validity and issues warning notices and citations to delinquent owners; solicits payments and collects fees for animal licenses; issues receipts; maintains paper and/or electronic records.
* Works with other governmental agencies in the enforcement of Animal Services laws and regulations.
* May assist law enforcement personnel when control/capture of vicious dogs is necessary during high risk operations.
* Responds to and resolves difficult and sensitive citizen inquiries and complaints.
* Interprets laws, regulations, codes, and provisions for Animal Services staff and the general public.
* Operates and maintains a variety of animal services tools and equipment including humane traps, mobile radios, tranquilizer gun/rifle, and related animal services tools and equipment; keeps equipment and vehicle in clean and healthful condition to accept impounded animals.
* Assists in the development of new program elements and program modifications as necessary to
* meet goals and objectives; monitors and coordinates the daily operation of assigned program areas; and performs analytical work and maintains appropriate records and statistics.
* Assists in the development and implementation of Animal Services Division goals, objectives, policies and procedures.
* Provides public information and education to citizens and community groups regarding animal services policies and procedures; gives public presentations as necessary; educates the public on laws, codes, ordinances, and policies relating to the care and control of animals.
* Coordinates Animal Services activities with those of other divisions and outside agencies and organizations.
* Work scheduled and emergency overtime; be available for on-call/stand-by and call back, as required; and to change work periods and work days dependent on operational requirements of the City.
* Oversees and participates in the preparation of a variety of written reports, memoranda, and correspondence related to Animal Services activities; maintains records concerning operations and programs; prepares reports on operations and activities.
* Prepares and recommends revisions to City codes and ordinances; monitors and analyzes applicable program legislation and determines the impact of new laws and regulations.
* Prepares and presents staff reports and other correspondence as appropriate and necessary.
* Attends and participates in professional group meetings; maintains awareness of new trends and developments in the field of Animal Services; incorporates new developments as appropriate into programs.
* Participates in the preparation and administration of the animal services program budget; submits budget recommendations; monitors expenditures.
* Performs related duties as required.
Animal Services Officer I
Knowledge of:
* Physical and behavioral characteristics of common breeds of domestic animals and symptoms of common animal diseases.
* Basic species and breed identification of a variety of animals.
* Principles and practices of animal care and first aid.
* Operations, services, and activities of Animal Services programs.
* Methods and equipment used in handing various types of small and large animals, birds, reptiles, and livestock.
* Effective customer service and public relations practices.
* Pertinent federal, state, and local laws, codes, and regulations related to animal services.
* Pertinent state and local codes, ordinances, laws, regulations governing licensing, quarantine, impounding, care, adoption, releasing and disposal of animals (domestic, exotic, wild).
* City services and organizational structure as they relate to animal services.
* Departmental Animal Services/humane treatment policies and procedures.
* Principles and procedures of record keeping.
* Principles of business letter writing and basic report preparation.
* Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, and databases.
* Basic arithmetic.
* Principles and practices of work safety.
Ability to:
* Perform a variety of Animal Services activities.
* Operate a variety of Animal Services equipment in a safe and effective manner including instant release control poles, animal grasper, animal traps, raccoon/skunk boxes, animal gauntlets, snappy snares, snake tongs, dog leads, tranquilizer guns, injection equipment for humane euthanasia, and other equipment for control and capture purposes.
* Learn to assess animal behavior and make effective decisions regarding handling, capturing, or destroying the animal under stressful or emergency situations.
* Learn to identify symptoms and behavior associated with rabies and other common animal diseases.
* Safely operate assigned animal services control motor vehicle.
* Enforce Animal Services rules and regulations.
* Use independent judgment and initiative in accomplishing work assignments.
* Understand and follow oral and written instructions.
* Develop written materials related to Animal Services activities for dissemination to the public.
* Prepare clear and concise reports.
* Make simple arithmetical calculations.
* Learn to participate in the preparation and administration of assigned budgets.
* Learn to obtain information through a variety of interview techniques.
* Learn the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities.
* Learn to understand, interpret, and apply general and specific administrative and departmental policies and procedures as well as applicable federal, state, and local policies, laws, and regulations.
* Operate office equipment including computers and supporting word processing, spreadsheet, and database applications.
* Plan and organize work to meet changing priorities and deadlines.
* Work cooperatively with other departments, City officials, and outside agencies.
* Respond tactfully, clearly, concisely, and appropriately to inquiries from the public, City staff, or other agencies on issues in area of responsibility.
* Use principles of effective office safety including use of equipment in a proper and safe manner, use of preventative personal ergonomic techniques, and maintenance of safe housekeeping in personal and common workspaces.
* Operate a personal computer with proficiency and familiarity.
* Provide high quality, economical services to the Citrus Heights community, placing emphasis on responsive customer service.
* Demonstrate a civic entrepreneurial spirit by generating new, innovative ideas and development of better methods to accomplish tasks and complete projects.
* Foster an environment that embraces diversity, integrity, trust and respect.
* Work with various cultural and ethnic groups in a tactful and effective manner.
* Communicate clearly and concisely, both orally and in writing.
* Be an integral team player, which involves flexibility, cooperation and communication.
* Establish and maintain effective working relationships with those contacted in the course of work.
Experience and Training
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:
Experience:
One year experience working in the care and handling of various species of animals.
Training:
Equivalent to completion of twelfth grade. College level coursework in animal health technology, animal husbandry, animal science or closely related field is desirable.
License or Certificate:
Possession of a valid, California driver's license.
Possession of, or ability to obtain, an approved P.C. 832 Certificate within three (3) months of hire or as determined by the employer.
Possession of a certificate of completion of Euthanasia by injection, or ability to obtain within three (3) months of hire or as determined by the employer.
Completion of Level 1 Training by the National Animal Control and Humane Officer (NACHO) Training Academy, or the equivalent is highly desirable.
Animal Services Officer II
Knowledge of - in addition to that required by Animal Services Officer I listed above:
* Procedures involved in methods and techniques of conducting and documenting field investigations, including collecting and cataloging evidence.
* Basic principles and practices of municipal budget preparation and administration.
* Advanced communication and conflict management skills.
* Effective research and report writing.
Ability to - in addition to the requirements of Animal Services Officer I listed above:
* Coordinate and direct Animal Services programs.
* Assess animal behavior and make effective decisions regarding handling, capturing, or destroying the animal under stressful or emergency situations.
* Identify symptoms and behavior associated with rabies and other common animal diseases.
* Obtain information through a variety of interview techniques.
* Appropriately interpret applicable codes, ordinances and regulations and apply interpretations to a variety of challenging, unique and difficult situations.
* Understand the organization, operation and services of the City and the Animal Services division; interpret and apply general and specific administrative and departmental policies and procedures.
* Analyze, recommend and communicate appropriate solutions to complex and/or sensitive problems; appear in court and give testimony if required.
* Maintain accurate, complete case files for hearings and court proceedings including all required documentation.
* Manage difficult customer complaints, public contacts and site visits; deal effectively, courteously and productively with angry and upset customers and members of the public.
* Assist in the development and monitoring of an assigned program budget; project, track and reconcile expenses.
* Develop and recommend goals, objectives, policies and procedures for animal services; interpret and apply administrative and department policies, laws and rules; analyze situations carefully and adopt an appropriate, effective course of action.
* Coordinate and communicate with multiple departments and outside agencies in an effective manner.
* Make presentations to community groups.
* Effectively represent the City to outside individuals and agencies to accomplish the goals and objectives of the unit.
Experience and Training:
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:
Experience:
Two years of responsible Animal Services experience with responsibilities including the enforcement of laws and handling of various animal species, both wild and domestic.
Two years of administrative and/or supervisory experience desirable.
Training:
Equivalent to completion of twelfth grade is required.
Supplemental courses in animal health technology, animal husbandry, animal science or a closely related field is highly desirable.
License or Certificate:
Possession of a valid California driver's license.
Possession of a POST approved P.C. 832 Certificate.
Possession of a certificate of completion of Euthanasia by injection, or ability to obtain within three (3) months of hire or as determined by the employer.
Completion of Level I Training by the National Animal Control and Humane Officer (NACHO) Training Academy, or the equivalent.
Completion of Level II Training by the National Animal Control and Humane Officer (NACHO) Training Academy, or the equivalent is highly desirable.Environment
Work is performed mainly in a field environment requiring travel from site to site with exposure to hot and cold temperatures, inclement weather conditions, a variety of domestic and wild animals, infectious animal diseases, animal wastes, animal bites, and allergens.
Physical
Primary functions require sufficient physical ability and mobility to travel to various locations, exert physical strength to gain and maintain control of large and often aggressive animals; lift and/or carry objects up to 75 lbs; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach; and twist; to lift, carry, push and/or pull moderate to have amounts of weight; to safely operate assigned equipment and motor vehicle; to operate office equipment including use of a computer keyboard, and to verbally communicate to exchange information.
Vision - ability to see, with or without accommodation, in the normal range.
Hearing - ability hear, with or without accommodation, in the normal range.
Working Conditions
May require irregular work shifts including evening, weekend and holiday shift assignments.
May require wearing of department approved uniform and related equipment in performance of duties.
May require on call and/or standby duty. May be required to work scheduled or emergency overtime hours.
$47k-64k yearly est. 7d ago
Private Banking Representative
Global 4.1
Finance service representative job in Livermore, CA
About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement.
Position Overview
The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts.
Roles and Responsibilities
The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service.
Key Responsibilities:
Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards
Assist clients with new products and services
Open new accounts and recommend appropriate deposit account types
Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support
Research and respond to internal and external inquiries
Process a variety of client transactions, including deposits, transfers, and wire transfers
Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc.
Handle verification of deposit and credit rating requests
Manage client supply orders (checks, deposit slips, endorsement stamps, etc.)
Cross-sell additional banking products and services based on client needs
Complete assigned daily and monthly tasks
Participate in and help coordinate department meetings
Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols)
Support associates with the setup of additional products and services
Perform account maintenance, including client contact and follow-up
Prepare and process account change requests
Maintain accurate and up-to-date client records in both electronic systems and physical files
Complete department supply orders as needed
Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS)
Travel to client sites as needed for account setup, transactions, or maintenance
Assist with client and bank-sponsored events as required
Escalate client concerns appropriately and in a timely manner
Minimum Qualifications:
1-3 years of banking experience; management experience preferred
Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers
Ability to recommend and open various types of deposit accounts
Proficient in Microsoft Office and comfortable in a Windows-based environment
Excellent verbal and written communication skills
Strong professional demeanor with the ability to communicate clearly and effectively
Highly motivated, disciplined, and self-driven
Demonstrated experience providing high-level service to clients, including high-net-worth individuals
Problem-solving skills and a customer-focused mindset
Ability to obtain signing authority
Knowledge of regulatory and audit requirements
High school diploma, GED, or equivalent required
$36k-44k yearly est. Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Stockton, CA?
The average finance service representative in Stockton, CA earns between $27,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Stockton, CA