Post job

Finance service representative jobs in Tracy, CA - 2,522 jobs

All
Finance Service Representative
Relationship Banker
Customer Service Representative
Service Representative
Sales Representative
Banking Associate
Investment Banker
Banker
Finance Associate
Futures Trader
  • Route Service Representative (4 Day Workweek)

    Cintas 4.4company rating

    Finance service representative job in Stockton, CA

    Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which our partners deliver and pick up uniforms, shop towels, chemical cleaning products and other facility service products. Our Route Service Sales Representatives enjoy: + Comprehensive 10-week training program with **starting hourly rate of $27.50/hour** , until assigned a route + Solid base salary and commission potential after being assigned a route + Majority work a 4-Day workweek + Majority work no nights or weekends + Monthly/Quarterly performance bonuses & incentives Key Responsibilities Include: + You are the face of Cintas to our customers and must work to build rapport with key decision makers + Ensure quality standards, and proactively solve customer concerns. + Grow our existing customer base by upselling and cross-selling additional products and services + Negotiating service agreement renewals and control inventory while working professionally and safely + Comply with driving and vehicle regulations. **Skills/Qualifications** Required Qualified candidates must meet all requirements outlined by the Department of Transportation (DOT) for driving a regulated vehicle weighing more than 10,000 lbs. In order to comply with DOT requirements, qualified candidates must, prior to their first day of employment: + Have an active driver's license + Be at least 21 years of age + Obtain a DOT medical certification + Provide documentation regarding their previous employment All successful candidates will also possess: + The ability to meet the physical requirements of the position + A High School diploma, GED or Military Service + The ability to demonstrate a strong customer service orientation + Self-motivation and the drive to work in an environment that relies on teamwork to meet goals + A positive attitude, along with ambition, organization and service spirit This is a rewarding opportunity! To support our aggressive growth plans, we offer unique opportunities, including advancement, ongoing training, mentoring and the opportunity to develop world class business skills. **Benefits** Cintas offers comprehensive and competitive medical, dental and vision benefits, with premiums below the national average. We offer flexibility with four different medical plan options; one plan is offered at zero cost. Additionally, our employee-partners enjoy: - Competitive Pay - 401(k) with Company Match/Profit Sharing/Employee Stock Ownership Plan (ESOP) - Disability, Life and AD&D Insurance, 100% Company Paid - Paid Time Off and Holidays - Skills Development, Training and Career Advancement Opportunities **Compensation** A reasonable estimate of total compensation for this role ranges between $45,000 - $90,000/Year and is a combination of base salary plus earned commissions. The range takes into account factors that are considered in making compensation decisions including, but not limited to, skill sets, experience and training, performance, and other business and organization needs. This disclosed range has not been adjusted for applicable geographic differentials associated with the location at which the position may be filled. Please note, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decision are dependent on the facts and circumstances of each decision. **Company Information** Cintas Corporation helps more than one million businesses of all types and sizes get Ready to open their doors with confidence every day by providing products and services that help keep their customers' facilities and employees clean, safe, and looking their best. With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday. Headquartered in the U.S., Cincinnati, OH, Cintas is a publicly held Fortune 500 company traded over the Nasdaq Global Select Market under the symbol CTAS and is a component of both the Standard & Poor's 500 Index and Nasdaq-100 Index. Cintas Corporation is proud to be an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, genetic information, disability, protected veteran status, or any other characteristic or category protected by local, state, or federal law. This job posting will remain open for at least five (5) days. \#INDT2 **Job Category:** SSR **Organization:** Rental **Employee Status:** Regular **Schedule:** Full Time **Shift:** 1st Shift
    $45k-90k yearly 5d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Technology Investment Banking Vice President, Software (Menlo Park, CA)

    Morgan Stanley 4.6company rating

    Finance service representative job in Menlo Park, CA

    Morgan Stanleys Investment Banking Group provides industry regional and product expertise to corporations institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions Global Capital Markets Real Estate and other industry groups throughout the Firm to provide relevant market insight, product creativity and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes who will encourage you to go beyond the numbers and think creatively. Qualifications 6 years of relevant experience within investment banking or an MBA with 3 years of experience and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and / or CFA designation would be an asset Series licensed or must obtain What you can expect from Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion and giving back - aren't just beliefs; they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley you'll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move around the business for those who show passion and grit in their work. To learn more about our offices across the globe please copy and paste into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages and other Morgan Stanley-sponsored benefit programs. Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, stereotype gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet). Key Skills Change Management Financial Services Growing Experience Managed Care Management Experience Analysis Skills Senior Leadership Performance Management Process Management Leadership Experience Negotiation Analytics Employment Type: Full-Time Experience: years Vacancy: 1 #J-18808-Ljbffr
    $275k yearly 5d ago
  • Customer Service Representative

    Check Into Cash, Inc. 4.1company rating

    Finance service representative job in Stockton, CA

    Check Into Cash is currently seeking a motivated Customer Service Representative to join our team. We are seeking a customer-focused individual that will succeed in a fast paced work environment. You will be responsible for developing and maintaining Customer, Customer Service, Representative, Retail, Marketing, Financial, Sales
    $32k-38k yearly est. 2d ago
  • UHNW Private Banker | Wealth Strategy & Trusted Advisory

    Citigroup Inc. 4.6company rating

    Finance service representative job in Palo Alto, CA

    A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr
    $200k-300k yearly 4d ago
  • Customer Service Representative

    Chevron Stations, Inc.

    Finance service representative job in Stockton, CA

    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 Customer Service Representative, Customer Service, Representative
    $32k-42k yearly est. 6d ago
  • Customer Service Representative

    Apoyo Financiero Inc.

    Finance service representative job in Stockton, CA

    Apoyo Financiero is a fast-growing specialty lender serving underbanked communities across California. We have served over 30,000 clients, funded more than $300 million in loans, and operate through 26+ offices with 140+ employees. Our mission is to improve the lives of our clients, employees, and the communities we serve by providing access to fair credit and a pathway into the formal financial economy. Our success is driven by our people. We are committed to fostering professional growth through training, clear internal career pathways, and opportunities for advancement. 98% of our leadership roles are filled internally, reflecting our long-term investment in our team members. Apoyo Financiero operates within one of the most highly regulated financial and labor environments in the United States-California. We are subject to oversight by federal and state regulatory agencies, including the California Department of Financial Protection and Innovation (DFPI), reinforcing our commitment to transparency, accountability, and responsible business practices. We are also a certified Community Development Financial Institution (CDFI)-one of only 117 CDFIs in California-a designation that recognizes our commitment to responsibly serving the underbanked Hispanic community through fair, transparent, and ethical lending practices. In addition, we maintain strong Wage and Hour compliance standards, supported by company-wide training, clear timekeeping practices, and ongoing education aligned with California labor regulations. We believe fair pay and respect for employees' time are fundamental to a healthy and respectful workplace. Employees at Apoyo Financiero can expect a professional environment built on integrity, accountability, teamwork, and respect-where doing things the right way is part of who we are. THE OPPORTUNITY We are seeking success driven customer service team players. If you have a passion for financial and lending services and working with the public, we would like to offer you the needed training for your professional growth in the lending industry. Our goals are achievable and we'll give you all of the training required to know what to do. We work hard but have fun, so if you're resilient, a self-starter and able to build rapport, we'd love to hear from you. This is not a remote offer position. Your role: Meet the company sales goals by making our company known, sell our products and get prospects in influence of the Branch. Customize financial solutions that meet clients needs and financial goals. Appropriately apply all available collection procedures and payment alternatives to minimize delinquency and credit losses. GENERAL REQUIREMENTS (Our ideal candidate) Experience in sales and collections preferred. Minimum 1 year of customer service experience, (Retail, Sales, Financial Services). Service-oriented and able to resolve customer grievances. Strong phone presence and experience dialing multiple calls per day Bilingual (English/Spanish). Numeric data skills and accuracy with computer (typing speed 40 wpm minimum). Self-motivated and a strong desire for professional growth Open to receive constant feedback and willing to become an expert on credit business. High School diploma or College preferred. BENEFITS The base hourly rate for this position is $19.00 - $20.00. The hourly range is specific to the location of this job posting, and according to education level and experience level. Medical benefits. 401(K) Retirement plan. Generous PTO paid holidays paid sick days paid bereavement days for direct family members paid vacation days An inspiring career path that will benefit you, your family and your community. Growth and training career opportunities into leadership roles. $350 Employee Referral Bonus POSITION Non Exempt Positions. Two days off per week including Sundays. This is not a remote position offer We are an Equal Opportunity Employer Apoyo Financiero participates in the Internet-based employment eligibility verification system E-Verify operated by the U.S. Citizenship and Immigration Services. We're committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.
    $19-20 hourly 6d ago
  • Associate, Structured Finance (NCG)

    Bloom Energy 4.8company rating

    Finance service representative job in San Jose, CA

    ## .Associate, Structured Finance (NCG) page is loaded## Associate, Structured Finance (NCG)locations: San Jose, Californiatime type: Full timeposted on: Posted Todayjob requisition id: JR-19814At Bloom Energy, our vision for a world powered by clean, reliable, and affordable energy is more than just a dream-we're making it a reality. For over two decades, we've been at the forefront of the global energy transition, pioneering solutions that empower critical industries to thrive in a rapidly digitizing, energy-intensive world. From revolutionizing power for AI-driven data centers to ensuring resilience for hospitals, electric grids, manufacturing facilities, and utilities, our solid oxide fuel cell (SOFC) and solid oxide electrolyzer (SOEC) technologies are redefining what's possible by delivering energy abundance for all. With more than 30,000 fuel cell modules deployed worldwide, we are the trusted partner for Fortune 100 companies and innovators alike. Our cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm.At Bloom, we thrive on collaboration, bold thinking, and relentless innovation. We believe that, together, we can create a brighter, more sustainable future while tackling the most pressing challenges of the 21st century.We are looking for an Analyst, Structured Finance to join our team in one of today's most exciting technologies. This role is based in San Jose, CA. This is a fully on-site, in office role. **Responsibilities**:* Add "intellectual athlete" capacity to a team that work on deals impacting many parts of Bloom's business.* Support Bloom's consultative-based selling engagements with customers and financiers, particularly with respect to financial analysis, research and analytics* Engage with key stakeholders to move deals forward, including financiers, internal team members, and customers.* Provide customer-facing consulting to the sales team to understand customer needs as they relate to power purchase agreements ("PPAs") and the associated project financing. Assist in "closing PPAs."* Advise on the financial structuring of power purchase agreements* Develop collateral for internal and external audiences that effectively tells the Bloom story, as well as how the industry is changing based on Bloom's technology* Develop creative ways to meet customer financial and contracting constraints within the parameters of a financeable deal structure* Partner with sales and marketing to develop new ways of accessing high spark spread, high credit customers.* Work with technology partners to increase the addressable for Energy Servers and related services* Adapt to the changing needs of the organization to maximize the economic and perceived value of Energy Servers**Minimum Qualifications*** MBA or Master's degree in Finance, Engineering or a related discipline.* Must be graduating between December 2024 and August 2026**Desired Qualifications*** Minimum of 2-5 years' experience either in project finance, project development, energy & infrastructure -focused investment banking or strategy. Demonstration of successfully closing complex deals.* Experience at top tier investment banks, private equity shops or consulting firms strongly preferred.* A background of exceptional academic performance* Strong communication skills required. Must be able to clearly articulate and communicate complex deal terms and financial information and issues to management and investors.* Ability to interact with a wide variety of audiences, ranging from customers and investors, to Bloom engineers and operations staff.* The ability to manage multiple projects, meet deadlines, prepare high quality reports and presentations, and to maintain high levels of quality with a heavy work load.* Must demonstrate strong personal ethics, the ability to influence and negotiate, and the ability to effectively manage stress and engage in continuous learning.* High attention to detail.* Fun to work with, quick to laugh, willingness to take calculated risks, and a creative problem solver with a "can-do / failure is not an option" approach to work.**Visa Sponsorship** Bloom Energy typically does not sponsor visas or hire individuals on CPT or OPT status. This includes interns and new graduates on F-1, J-1, or any other visa type for this position.**EOE Statement** Bloom Energy is an equal opportunity employer and makes employment decisions on the basis of merit. We are committed to compliance with all applicable laws providing equal employment opportunities. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, protected veteran status, or on the basis of disability. Bloom Energy makes reasonable accommodation, consistent with applicable laws, for the known physical or mental limitations of an otherwise qualified applicant or employee with a disability, who can perform the essential job functions, unless undue hardship would result.**Salary Statement with pay range** Bloom Energy is committed to fair and equitable compensation practices. The total compensation for this position is based on various factors including, but not limited to, relevant skills and experience.# Salary Ranges:$96,000.00 - $144,000.00Bloom Energy's mission is to make clean, reliable energy affordable for everyone in the world. With roots in NASA's Mars Program, the company's founder, chairman, and Chief Executive Officer, Dr. K.R. Sridhar, developed an innovative fuel cell technology that is shifting the energy paradigm and redefining the electric power market.The Bloom Energy Server is a distributed electric power solution built for the digital age and capable of delivering highly reliable, uninterrupted, 24x7 constant power that is also clean and sustainable. Bloom's unique on-site power generation systems are among the most efficient on the planet, providing significantly reduced operating costs and producing dramatically lower greenhouse gas emissions.By generating power where it is consumed, Bloom Energy offers increased electrical reliability and improved energy security, providing a clear path to energy independence.Some of the largest companies in the world trust Bloom Energy to provide their businesses with clean, reliable and resilient energy. Bloom's customers include many Fortune 100 companies and leaders in manufacturing, data centers, healthcare, retail, higher education, utilities, and other industries.The company, headquartered in San Jose, California, is growing quickly and looking to add to its dynamic team. Stay up to date with Bloom Energy through our social channels. #J-18808-Ljbffr
    $96k-144k yearly 2d ago
  • Customer Service Representative - State Farm Agent Team Member

    Carlos Marron-State Farm Agent

    Finance service representative job in Redwood City, CA

    Benefits: 401(k) Opportunity for advancement Paid time off Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities 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. As an Agent Team Member, you will receive... Hourly pay Growth potential/Opportunity for advancement within my agency Requirements Dedicated to customer service Experience in a variety of computer applications, particularly Windows Ability to multi-task If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
    $32k-42k yearly est. 6d ago
  • Customer Service Representative

    Accede Solutions Inc.

    Finance service representative job in Oakland, CA

    Customer Service Specialist I Duration: 6 Months (Possible Extension) About the Role We are seeking a Customer Service Specialist I to join our Unified Contact Center team. This role is responsible for providing outstanding customer service while handling inbound and outbound calls, including but not limited to authorizations, referrals, access to care, claims, eligibility, and benefits. The representative will serve as the first point of contact for patients, members, health plans, and providers, ensuring accurate information, timely resolution, and compassionate support. You will focus on: Handling Inquiries: Responding to customer inquiries and complaints via phone, email, or other communication channels. Problem Resolution: Clarifying customer issues, determining the cause, selecting the best solutions, and following up to ensure resolution Professionalism: Maintaining a high level of professionalism and establishing a positive rapport with customers Updating Records: Updating member information in Epic during and after each interaction. Healthcare Knowledge: Staying informed about IPA services, healthcare policies, and procedures. Escalation: Identifying and escalating complex issues to supervisors or relevant Departments. Training Participation: Participating in training sessions to improve knowledge of healthcare services and customer service skills. Member/Provider Engagement: Building sustainable relationships and trust with the callers through open and interactive communication. Access to Care: Assisting with providing locations of services for members, such as ancillary providers, and providing information on healthcare plans. Compliance: Ensuring compliance with healthcare regulations and IPA policies The Skills, Experience & Education: Knowledge of medical and health insurance terminology. Knowledge of Medicare, Medicaid, and commercial insurance. Ability to multitask in a fast-paced call center environment. Strong customer service skills with the ability to handle sensitive and complex inquiries. Clear communication skills to explain insurance and medical processes in simple terms. 2 years of experience with medical billing and coding (CPT, ICD-10) and insurance processes. 2 years of prior experience in a medical call center or healthcare customer service role highly desirable. Technical Skills: Proficiency with Epic electronic medical records system for patient data and scheduling. Experience using RingCentral for call management, routing, and communication. Strong technical proficiency with CRM systems, EMR platforms, and insurance portals. Familiarity with Athenahealth (Athena) billing system for claims and billing functions. Preferred Qualifications Bilingual skills (Spanish/English or other languages) to better serve diverse patient populations. Prior experience with medical billing, coding, claims processing, authorizations, eligibility, benefits, and referrals in a healthcare setting. Understanding call center performance metrics (average handle time, first call resolution, call quality). Education: High School Diploma or GED
    $32k-42k yearly est. 6d ago
  • Architectural & Design Sales Representative

    Tile Club

    Finance service representative job in San Jose, CA

    Architectural & Design Sales Representative - San Francisco Bay Area (Remote) Job Type: Full-time Compensation: $90K-150K (Base + Commission + Performance Bonuses) Tile Club is one of the fastest-growing online tile companies in the U.S., and we're looking for an experienced, driven, well-connected, and design-savvy A&D Sales professional to join our expanding team in the San Francisco Bay Area. Tile Club, headquartered in California, is a leading nationwide e-commerce supplier of premium tile, natural stone, and glass products. Our curated collection showcases unique, globally sourced materials known for their beauty, craftsmanship, and design versatility. We are celebrated for our unique designs, innovation, outstanding quality, and commitment to delivering an exceptional customer experience. As a fast-growing online retail brand, Tile Club combines cutting-edge web tools with personalized support tailored to the needs of the architecture and design community. We proudly serve clients in all 50 U.S. states and overseas, bringing world-class tile solutions to projects of every scale. This is your opportunity to join a high-energy, design-forward team with room to grow. What You'll Do As our Architectural & Design Sales Representative, you'll be responsible for building and nurturing relationships with key influencers in the A&D community-interior designers, architects, specifiers, builders, and developers-to drive project specifications and product adoption throughout the region. Key Responsibilities: Develop strong, trust-based relationships with architects, designers, builders, contractors, and developers. Generate sales growth through strategic outreach, in-person meetings, and virtual presentations. Influence early-stage project specifications with Tile Club's unique product offerings. Provide expert consultation on tile, stone, and surface products to meet project requirements. Maintain and grow relationships with an existing book of business while actively pursuing new accounts. Conduct in-office presentations and CEU events for A&D firms. Manage and maintain product sample libraries at design and architecture firms. Monitor competitive activity and market trends to support strategic selling. Provide daily reports, maintain project files, and participate in weekly team meetings. Travel locally to meet with clients 4-5 days/week; Fridays typically reserved for planning/admin. What We're Looking For Qualifications: 5+ years of sales experience in the A&D or Hospitality community, ideally within the tile, stone, or flooring industry. Established network of architects and designers within the San Francisco Bay Areamarket. Strong technical understanding of hard surface materials and their applications. Comfortable leading presentations, product knowledge sessions, and trade shows. Active industry memberships (IIDA, ASID, AIA, CSI) are a plus. Skills & Competencies: Energetic self-starter with a passion for design and architecture. Strong communication, presentation, and relationship-building skills. Ability to self-source leads through a combination of cold calling and networking Detail-oriented, organized, and able to manage multiple ongoing projects. Proficiency in Google Workspace (Gmail, Google Drive, Google Docs, etc.). Proficiency in and ability to learn new CRM systems. Strong work ethic with a drive to succeed Proven outside or field sales experience with a track record of hitting or exceeding sales goals. Ability to lift and transport tile samples (up to 40 lbs). Valid driver's license and ability to travel What We Offer Compensation & Benefits: Competitive base salary + uncapped commission + performance bonuses Health, dental, vision, and disability insurance Paid time off (vacation, sick leave) Expenses Reimbursement (gas, cell phone, travel, etc) Employee discounts on products Opportunities for professional development and industry networking Work Schedule: Full-time | Monday-Friday 8-hour shifts Primarily on the road with occasional remote/office work Apply If You Are: A proven sales professional in the A&D or building materials industry Passionate about design, detail, and relationship-based selling Ready to work with a fast-paced, innovative team and leave your mark on exciting projects Join Tile Club and become part of a brand that's not only changing the way tile is sold but also how it's imagined. To apply, please submit your resume and a brief cover letter highlighting your experience in architectural sales and your interest in Tile Club.
    $43k-80k yearly est. 1d ago
  • Customer Service Representative

    Appleone 4.3company rating

    Finance service representative job in Fremont, CA

    We are seeking a friendly, detail-oriented Bilingual Customer Service Representative (English/Spanish) to support members and providers with questions related to health and wellness benefit claims. This role serves as a key point of contact, ensuring accurate information, timely resolution, and a positive customer experience while upholding compliance and service standards. Key Responsibilities Respond to inbound phone calls, emails, and/or portal inquiries from members and providers in English and Spanish Answer questions related to health and wellness benefit claims, eligibility, coverage, and plan provisions Research and explain claim status, payments, denials, and required documentation Accurately document all interactions in claims and customer service systems Coordinate with internal departments (claims processing, eligibility, billing) to resolve issues Educate members on benefit usage and claims procedures in a clear, empathetic manner Adhere to HIPAA, company policies, and service-level standards Escalate complex or unresolved issues as appropriate Required Qualifications Fluent in English and Spanish (spoken and written) High school diploma or equivalent (Associate's degree or higher preferred) 1+ year of customer service experience (healthcare, insurance, or benefits experience a plus) Strong verbal communication and active listening skills Basic computer proficiency and ability to navigate multiple systems Strong attention to detail and problem-solving skills Ability to handle sensitive information with professionalism and confidentiality Preferred Qualifications Experience working with health insurance, TPA, or wellness benefit claims Familiarity with medical terminology and explanation of benefits (EOBs) Call center or member services experience Skills & Competencies Customer-focused mindset Clear and professional communication Time management and organization Empathy and patience when handling member concerns Ability to work independently and as part of a team For immediate consideration apply today. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: *********************************************************************************** The pay transparency policy is available here: ******************************************************************************************** For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
    $31k-38k yearly est. 6d ago
  • Customer Service Represenative

    Caliber Collision Repair Services 3.7company rating

    Finance service representative job in Stockton, CA

    Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monito Customer Service, Service, Business Operations, Retail, Customer
    $33k-42k yearly est. 5d ago
  • Customer Service Representative

    Chevron Corporation 4.8company rating

    Finance service representative job in Stockton, 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_ **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: $18.25 - $19.25 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 ******************. Chevron Stations Inc. (CSI) are Chevron-owned and operated stations located throughout California, Oregon, and Washington. We have more than 3,000 employees in about 300 stations. CSI locations are the flagship for all 8,000+ Chevron retail stations across the U.S. Chevron Corporation uses the CSI sites to test new products and set the standards for all Chevron stations to follow. Chevron is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
    $18.3-19.3 hourly 6d ago
  • Customer Service Representative

    Arthur J. Gallagher & Company 3.9company rating

    Finance service representative job in Walnut Creek, CA

    Receives and responds to customer service inquiries both written and verbal. Follows-up on customer issues, researches problems and processes documents necessary to ensure a successful resolution. Provides accurate, valid and complete information by Customer Service Representative, Customer Service, Representative, Benefits, Workers Compensation, Retail
    $33k-42k yearly est. 2d ago
  • Customer Service and Support Representative - II

    Avidex Industries LLC 3.8company rating

    Finance service representative job in Fremont, CA

    The Customer Service and Support Representative - II is responsible for providing operational support for the Managed Services department and its customers. This role identifies, researches, and resolves technical problems for customers with accounts. You will be responding to email and phone support requests, as well as documenting, monitoring, and tracking service requests to ensure timely resolutions. This person has knowledge of managing services help desk procedures and best practices. Skills & Core Strengths Help Desk Support Technical Customer Support Service Ticketing Systems CRM Systems Managed Services AV/IT Support Hardware Troubleshooting Microsoft Office Phone and Email Support Case Management Vendor Coordination RMA Processing Service Documentation Customer Service Problem Solving Time Management Multitasking Verbal and Written Communication Attention to Detail What You'll Do Represent our company values while providing our customers with Help Desk support Provide Help Desk support per department process workflow and management Provide case management including opening, notating, tracking, updating, and reporting on service tickets and work orders Assure parts and equipment repairs are processed accurately and in a timely manner Coordinate with vendors for orders, repairs, RMAs, and return status Facilitate subcontractor estimates, quotes, purchase order requests, and invoice processing Review and submit sub-contractor invoices to management for approval Process equipment returns and assist with advanced replacements Escalate all unresolved repair problems to management What We're Looking for High School Diploma or GED Associate degree is preferred 2+ years in a Help Desk support position or a similar job role An AVIXA CTS certification is preferred Good computer skills including proficiency using Microsoft Office and a PDF editor are required Customer relationship management (CRM) and service ticketing software experience preferred Must possess good customer service, problem-solving, and time-management skills, and be able to prioritize and organize workloads for effective implementation Must be able to work successfully in a fast-paced and multitasking environment Must have good verbal, written, and listening communication skills Must be able to effectively oversee stressful situations in a calm and professional manner This position is designated as on-site. Reasonable accommodations will be provided as required by law. Who we Are: Avidex stands as a leading force in the audiovisual and IT integration industry, celebrated for delivering cutting-edge solutions to a diverse clientele. Our fundamental principles center on an unwavering commitment to excellence, profound technical expertise, and an entrepreneurial spirit that defines our unique identity. In our continuous journey of expansion, we are actively seeking an exceptionally skilled CustomerService and Support Representative - II to play a pivotal role within our Service team. This critical position is perfect for individuals who are well-organized, personable, responsible, adept at multitasking, detail-oriented, clear communicators, and dedicated to providing excellent customer support. A robust background in electronics, computers, and audiovisual industry best practices is a prerequisite for success in this role. What we Offer: Competitive compensation plan Full medical, dental and vision benefits 401(k) with employer match 120 hours of PTO (accrued) 10 paid holidays. 8 hours to volunteer on your favorite cause Tuition reimbursement Career and personal development opportunities Avidex is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or status as a protected veteran. We are committed to providing a workplace that is free from discrimination, harassment, and where all employees are treated with respect and dignity. We believe that diverse perspectives enhance our organization and contribute to innovation, collaboration, and overall success.
    $33k-42k yearly est. 6d ago
  • Relationship Banker - Concord Area

    Bank of America Corporation 4.7company rating

    Finance service representative job in Concord, 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. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Grows business knowledge and network by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client * Collaborates effectively to get things done, building and nurturing strong relationships * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives * Is confident in identifying solutions for new and existing clients based on their needs * Communicates effectively and confidently and is comfortable engaging all clients * Has the ability to learn and adapt to new information and technology platforms * Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) * Applies strong critical thinking and problem-solving skills to meet clients' needs * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Efficiently manages time and capacity * Focuses on results while acting in the best interest of the client * Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: * Experience in 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 * Language Spanish 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. 2d ago
  • Sales Representative

    Alliance Designer Products

    Finance service representative job in San Jose, 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 1d ago
  • Superstar Sales Reps Only

    California Deluxe Windows

    Finance service representative job in Santa Clara, CA

    California Deluxe Windows is a manufacturer and contractor in Southern California and we run a second office in Santa Clara. We are a direct manufacturer of windows and doors and have a long history of success in the California marketplace since 1999. We make a high-end vinyl product, unlike any others in the market. You will be amazed how easy it is to differentiate the value of our product relative to competitive products. We have a robust marketing engine, qualified leads are created for you, and your job will be to turn those leads into contracts. Entire Bay Area is available for sales so there is driving and a solid efficient vehicle is required. We provide the training and tools needed for your success. Position reports to General Manager for your dept. This job is commission only with a monthly draw. We currently have individuals that make from $90,000 per year up to about $500,000. If you want to work hard and are a “go getter” closer, you have almost unlimited upside as we provide a bonus for any self generated business. Regardless of your experience, we can train you to be a success and provide a career path that is very lucrative. Responsibilities: - Demonstrate our product to potential customers - Help facilitate the purchase of a home improvement contract after meeting a customer. - Provide an exceptional experience for our customers each and every time they interact with you. - Learn EVERY SINGLE DAY What we will provide: - We will train and work with you until you get the hang of every task you are comfortable with completing. - We will provide all product knowledge, sales techniques and process, and demonstration/sales materials you will need. If you feel this applies to you, please respond with 3 completions to the following sentence below and come build an empire with us! Your application is simply to finish the following sentence and e-mail your response to us along with the best number to contact you by phone. If you feel a resume will help us understand who you are more clearly, you are welcome to attach one to your response e-mail. I am an excellent hire for this sales position because: 1. 2. 3.
    $43k-80k yearly est. 2d ago
  • Interested in a future role?

    Taara

    Finance service representative job in Sunnyvale, CA

    About the Team: Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future. Don't see a current role that is a fit? Please apply here.
    $71k-120k yearly est. Auto-Apply 60d+ ago
  • Banker Associate, Emerging Middle Market - Associate

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Oakland, CA

    JobID: 210651390 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $100,000.00-$120,000.00; Oakland,CA $100,000.00-$120,000.00; Santa Clara,CA $100,000.00-$120,000.00; Sacramento,CA $100,000.00-$120,000.00; Sonoma,CA $100,000.00-$120,000.00 You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to drive new client acquisition in partnership with the bankers * Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills * 3+ years in a similar banking, venture, credit or treasury role * Outstanding professional reputation and integrity * Strong leadership skills required * Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment * Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly * Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills * Bachelor's degree preferred * Superior knowledge of the market dynamics and its business environment preferred * Excellent problem solving, oral, and written communication skills
    $27k-51k yearly est. Auto-Apply 60d+ ago

Learn more about finance service representative jobs

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

The average finance service representative in Tracy, CA earns between $27,000 and $65,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Tracy, CA

$42,000
Job type you want
Full Time
Part Time
Internship
Temporary