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Finance service representative jobs in Turlock, CA

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  • 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
  • Asset Protection Service Representative - Monte Vista Crossing

    The Gap 4.4company rating

    Finance service representative job in Turlock, CA

    About Old Navy Forget what you know about old-school industry rules. When you work at Old Navy, you're choosing a different path. From day one, we've been on a mission to democratize fashion and make shopping fun again. Our teams make style accessible to everyone, creating high-quality, must-have fashion essentials for the whole family, with love, season after season. We opened our first store in 1994 in San Francisco and have been on a roll ever since. We cultivate a community of playful personalities that thrive in a fast-paced environment where our employees can be their most authentic selves. Here, we're family. About the Role In this role, you will embody our value of Doing The Right Thing by protecting People, Assets, and Brands. You will work in a energized, fast paced environment focused on creating a safe environment for our employees, teams, and customers; this is critical to driving our Brand power, enduring customer relationships, and exuding our commitment to team and values. You'll need to understand the big picture strategy and work with cross-functional teams and external partners. What You'll Do * Provides a high level of visible, overt presence to prevent loss and safety issues. * Helps drive a low risk culture and contributes to shortage reduction efforts by providing a visible presence on the sales floor. * Greets customers and provides service. * Maintains Physical Security of the store. * Assists leadership in proper handling of escalated customer situations. * Assists Asset Protection Coordinators during external shoplifting apprehensions. * Collects and communicates loss and safety related intelligence to stores and Asset Protection leaders. * Creates and maintains awareness by promoting available resources to your business partners (Open Door Policy, Code of Business Conduct Hotline, Brand Protection Program, Safety trainings, etc.). * Promotes and supports awareness of store safety standards as they relate to security and safety procedures (Code Adam, active threat, emergency procedures, downtime boxes, equipment, etc.). Who You Are * The Asset Protection Service Representative's primary responsibility is to ensure the safety of all store employees and customers and to support the shortage reduction efforts by providing a strong visible presence in the store. * They are responsible for monitoring the customer entrance/exit. * They work closely with store leaders and other Asset Protection personnel to ensure all Asset Protection initiatives are compliant to Brand standards while maintaining a strong focus on customer service. * Experience in customer service and/or a high-pressure, multitask environment to drive results, coach, and collaborate. * Strong communication and interpersonal skills, including the ability to negotiate and build consensus across multiple stakeholders and functions. * Ability to actively learn and immediately apply learnings into decisions and behaviors. Ability to manage and prioritize their time; able to multitask. Benefits at Old Navy * Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees. * One of the most competitive Paid Time Off plans in the industry.* * Employees can take up to five "on the clock" hours each month to volunteer at a charity of their choice.* * Extensive 401(k) plan with company matching for contributions up to four percent of an employee's base pay.* * Employee stock purchase plan.* * Medical, dental, vision and life insurance.* * See more of the benefits we offer. * For eligible employees Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity. Hourly Range: $16.50 - $17.80 USD Employee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.
    $16.5-17.8 hourly 60d+ ago
  • Customer Service Representative

    Amerivet 3.6company rating

    Finance service representative job in Modesto, CA

    We are looking for a personable and skilled Client Service Representative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction-whether over the phone or in person-results in a positive and memorable impression. Your ability to create a welcoming environment and deliver exceptional service will be key to our success. Hiring at $17-$22/hour depending on experience Full time: 8 hours shifts Monday-Friday 8-5pm. No weekends Required Location: 1706 Yosemite Blvd, Modesto Ca 95354 CSR Responsibilities: Understands, communicates, and properly prioritizes scheduled appointments, client education, and lobby triage by vaccine, wellness, parasite, and retail needs to ensure an efficient and productive schedule and daily workflow. Operates multiple-line telephone system. Answers incoming calls, places, callers on hold, transfers calls, and pages staff members appropriately. Takes and routes messages for veterinarians and staff members. Empathizes with clients and remains compassionate and well-mannered if a client becomes emotional or discourteous. Remains calm and collected in the face of emergency situations. Ultimately, it is the CSR who creates a good first and last impression on our clients. Accepts payments, makes change, processes credit payments, and other forms of payment while maintaining an accurate cash drawer. Maintains accurate and updated client information and pet records, including obtaining pet medical records from other clinics and providing administrative support (scanning documents, updating records, faxing, emailing, etc.) to keep accurate and reliable client information. Complete all tasks as assigned by the supervisor(s). Qualifications & Requirements: Professional and friendly phone etiquette Available to work weekends and holiday rotations, as needed Ability to properly prioritize and complete tasks simultaneously Ability to problem solve and adapt to multiple situations HS Diploma or educational equivalent Excellent customer service skills Computer efficiency Very detail-oriented Preferred: Experience with Veterinary Electronic Medical Records (Avimark, Cornerstone, etc.) Preferred: One year of customer service representative experience Preferred: Knowledge of veterinary medical terminology and procedures 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.
    $17-22 hourly Auto-Apply 41d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Modesto, CA

    Application Deadline: 01/02/2026 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 financial services 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 12d ago
  • Operational Branch Services Officer

    Westamerica Ban 3.6company rating

    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 financial services 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
  • Customer Service Representative

    San Joaquin County Health Commission 3.8company rating

    Finance service representative job in Modesto, CA

    The expected pay range is based on many factors such as geography, experience, education, and the market. The range is subject to change. Join our team! We are hiring a Customer Service Representative for our Modesto or French Camp office. This is a fully onsite position. Training Schedule: Monday to Friday from 8:00 to 4:30pm After Training: Monday to Friday from 8am to 5pm Our Vision: Continuously improve the health of our community. Our Mission: We provide healthcare value and advance wellness through community partnerships. What You Will Be Doing: Under direct supervision, the Customer Service Rep is responsible for responding to and resolving a variety of inquiries, requests and issues from external and internal customers in a call center environment. Essential Functions: Provides information on benefits, eligibility, claims, authorizations and other related items over the phone and in person. Researches and resolves issues related to claims and authorizations; monitors progress. Researches and resolves complex eligibility issues; monitors progress. Creates required documentation, including but not limited to call logs and other tracking systems. What You Bring: Knowledge, Skills, Abilities and Competencies Required Produces work that is accurate and complete. Actively learns through experimentation when tackling new problems, using both successes and failures to learn. Rebounds from setbacks and adversity when facing difficult situations. Knows the most effective and efficient process to get things done, with a focus on continuous improvement. Interpersonal skills - interacts effectively with individuals both inside and outside of HPSJ; relates openly and comfortably with diverse groups of people. Strong oral and written communication skills, with ability to express self clearly and professionally, and document according to standards. Strong listening skills, with the ability to accurately receive and understand messages. Basic conflict resolution skills, with the ability to use tact and diplomacy to diffuse emotional situations. Ability to work independently and as part of a team. Demonstrates a commitment to HPSJ's strategy, vision, mission and values. Ability to read, understand and apply complex written guidelines, instructions and other materials. Ability to compare and discern the difference between multiple sets of data or information. Basic arithmetic skills. Basic knowledge of contact center systems. Basic skills in Windows, Word, Excel and Outlook. Ability to navigate multiple systems and resources simultaneously. Ability to handle confidential information with appropriate discretion. Ability to speak and be understood in English. Proficiency (as defined by HPSJ's Cultural and Linguistics Program) in one of HPSJ's threshold languages may be required, depending on business requirements. Must type 40 WPM. Must pass Call Center Listening Skill test with a score of 71+. Preferred Ability to efficiently and effectively handle calls of heavy volume (50-100 per day), including documentation and resolution. Knowledge of Medi-Cal programs Knowledge of Medicare DSNP programs Knowledge of managed care Knowledge of medical policy benefits and exclusions Knowledge of medical terminology Knowledge of ICD and CPT coding. What You Have: Education and Experience Required High school diploma or general education degree; and Customer Service experience. Preferred Associate's Degree Experience in customer service in a health plan, managed care, Medicare DSNP and/or Medi-Cal. At least one year handling heavy call volume (50-100 calls per day). Licenses, Certifications None. What You Will Get: HPSJ Perk Competitive salary Robust and affordable health/dental/vision with choices in providers Generous paid time off (accrue up to 3 weeks of PTO, 4 paid floating holidays including employee's birthday, and 9 paid holidays) CalPERS retirement pension program, automatic employer-paid retirements contributions, in addition to voluntary defined contribution plan Two flexible spending accounts (FSAs) Employer-Paid Term Life and AD&D Insurance Employer-Paid Disability Insurance Employer-Paid Life Assistance Program Health Advocacy Supplemental medical, legal, identity theft protection Access to exclusive discount mall Education and training reimbursement in addition to employer-paid elective learning courses. A chance to work for an organization that is mission-driven - our members and community are at the core of everything we do. A shorter commute - if you're commuting from the Central Valley to the Bay Area. Visibility and variety - you have a chance to work with people at all levels of the organization, and work on diverse projects. Physical Demands Frequent sitting, standing and walking, constant repetitive motion, frequent talking and listening, occasional handling of materials up to 50 lbs., closeup and distance vision requirements, occasional travel. We are an equal opportunity employer and diversity is one of our core values. We believe that differences including race, ethnicity, gender, sexual orientation, and other characteristics, will help us create a strong organization that is sensitive to the needs of those we serve. Employment decisions are made on the basis of qualifications and merit. HPSJ provides equal employment opportunities to employees and applicants for employment and prohibits discrimination based on color, race, gender (including gender identity and gender expression), religion (including religious dress and grooming practices), marital status, registered domestic partner status, age, national origin (including language use) or ancestry, physical or mental disability, medical condition (including cancer and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military or veteran status, political affiliation or any other characteristic made unlawful by applicable Federal, State or local laws. It also prohibits unlawful discrimination based on the perception that anyone has these characteristics or is associated with anyone who has or is perceived to have these characteristics. Important Notice : This is not a contract between HPSJ and the employee performing the job. The duties listed in the may be changed at the discretion of HPSJ, and HPSJ may request the employee to perform duties that are not listed on the job description.
    $22k-31k yearly est. 4d ago
  • Member Service Representative I - Part-Time

    Central State Credit Union 3.0company rating

    Finance service representative job in Stockton, CA

    Job DescriptionDescription: Member Service Representative I ** Department: Operations Reports to: Branch Manager FLSA Classification: Non-exempt Compensation: $21.00 - $26.20 per hour ** This is a floating position, must be willing to travel to all branch locations (Stockton - 2, Lodi and San Andreas) when needed and provide own transportation. Part-time hours for this position are 16 hours per week with potential for additional hours. Job Summary: Member Service Representative I provides a broad range of services to the credit union membership conducting financial and other services in the branch while providing excellent customer service to all members. Supervisory Responsibilities: None Duties/Responsibilities: Receiving and disbursing cash and checks, posting deposits and loan payments. Cross sell products and services; accept loan requests and refer to the appropriate personnel for additional information as needed. Assist members with home banking, electronic statements and stop payments. May be required to assist and perform basic research on member disputes, questions, and/or concerns by telephone, written correspondence, or in-person. Responsible for adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA and other federal/state compliance regulations. Gather information and report Elder Abuse and SAR (Suspicious Activity Reports) to proper departments and authorities. Responsible for maintaining current knowledge of company policies, products, and services. Performs other duties as assigned. Requirements: Required Skills/Abilities: Excellent communication and interpersonal skills are required. Strong attention to detail and excellent organizational skills. Ability to work with minimal or no supervision. Time management ability. Strong math, communication, and keyboarding skills. Ability to cross-sell credit union products/services. Ability to prioritize and manage multifunctional tasks. Ability to handle cash. Education and Experience: High School diploma or equivalent. Minimum three to six months prior teller experience or equivalent is preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. May require standing and walking 25% of the time, lifting up to a maximum of 50 pounds, and other physical actions that include stooping, kneeling, crouching, crawling, reaching, pulling and pushing. May be required to work in an environment with high noise levels and unpredictable temperature and ventilation. The above information on this position has been designed to indicate the general nature and level of work to be performed by employees designated for this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications, or physical requirements. Central State Credit Union is an equal opportunity employer.
    $21-26.2 hourly 11d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Finance service representative job in Modesto, CA

    Application Deadline: 01/02/2026 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 financial services 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
  • Personal Banking Associate (Full time)- Sorel- Tracy

    TD Bank 4.5company rating

    Finance service representative job in Tracy, CA

    Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 43 900$/$43,900 - 58 600$/$58,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. : Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact. Job Description: Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking aPersonal Banking Associatefor our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes? In this role, a typical day may look like: * Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions * Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters * Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking * Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management * Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence * Participate in the timely and accurate completion of business processes and procedures * Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics * Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives Job Requirements: * High School diploma and/or 1+ years of relevant experience * Investment Funds Canada (IFC) or equivalent - post-appointment within 6 months * Post-Secondary or Undergraduate degree (in related field) preferred * Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet * Knowledge of banking solutions and processes to advise customers * A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills * A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities * A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner #LI-Retail #IN-Retail Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet
    $43.9k-58.6k yearly Auto-Apply 56d ago
  • Part-Time Member Experiene Rep I (San Joaquin County)

    Valley Strong Credit Union

    Finance service representative job in Lodi, CA

    Job Description OUR CORE VALUES Valley Strong Credit Union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. POSITION SUMMARY Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.” ESSENTIAL DUTIES Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer. Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns. Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions. Maintains responsibility for all cash controls and follows proper balancing procedures. Identifies Members' needs, cross-sells and refers Members to appropriate business partners. Recommends alternative channels such as online, mobile, and digital solutions. Identifies and reports fraudulent activity to prevent potential loss to credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. Checks acceptance approval within assigned limits. Ensures confidentiality of all Member and credit union information. Efficiently and accurately processes all Member transactions on multiple systems. Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance. Understands the role in sales growth and meets branch-assigned and individual goals. Performs other duties as assigned. 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. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER SKILLS AND ABILITIES Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.
    $33k-45k yearly est. 5d ago
  • Planet Fitness - Member Services Representative - Part Time - Country Club

    Taymax

    Finance service representative job in Country Club, CA

    Sacramento (Country Club), CA2400 Watt Ave, Sacramento, CA 95825-0623, United States of America Pay : $16.50 - $17.00 It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities • Greet members, prospective members and guests, providing exceptional customer service. • Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. Take prospective members on tours. Sign up new members calculating rates and monthly payment amounts. Assist the Club Manager in counting out the drawer as needed. • Facilitate needed updates to member's accounts. • Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed. • Assist in maintaining the neatness and cleanliness of the club. Completing daily assigned within first hour of your shift. Helping complete priority cleaning list each day. Completing walk-around and bathroom checks periodically. Helping complete any special cleaning projects as needed. • Other duties and responsibilities based on club needs. Qualifications • Must be 18 years of age or older. • High School diploma/GED equivalent required. • Customer service background preferred. • Basic computer proficiency. • Punctuality and reliability are a must. • Ability to work independently as well as part of a team. • A positive, upbeat attitude and a passion for fitness and health! • Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. • Strong listener with the ability to empathize and problem solve. • Demonstrate diplomacy in all interactions while using appropriate behavior and language. Physical Demands • Continual standing and walking during shift. • Continual talking in person or on the phone during shift. • Must be able to occasionally lift up to 50 lbs. • Will occasionally encounter toxic chemicals during shift. About Us Taymax Group, LP is a multi-unit franchisee of Planet Fitness, which is one of the largest and fastest-growing franchisors and operators of fitness clubs in North America. Taymax owns and operates over 175 clubs in California, Texas, Pennsylvania, Tennessee, Alabama, Florida, Georgia, and Ontario and the Atlantic Provinces in Canada, and has plans to double its club count over the next 5 years. Taymax is one of the largest and fastest-growing franchisees in the Planet Fitness system, consistently experiencing double digit growth per year. Taymax is backed by Trilantic North America, a New York-based private equity firm managing $9.9 billion of aggregate capital commitments. Taymax has been the recipient of several prestigious awards from the franchisor including Developer of the Year in 2016, 2018, and 2019 and Franchisee of the Year in 2018. Taymax's corporate office is located in Salem, New Hampshire. With more than 2,000 locations, Planet Fitness (NYSE: PLNT) is one of the largest and most popular fitness chains in the world. Planet Fitness possesses a highly recognized brand in the high-value, low-price segment of the market. Its core mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which it calls the Judgement Free Zone . More than 90% of Planet Fitness stores are owned and operated by independent franchisees, like Taymax. NOTE: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest in a position with Taymax Group. Taymax Group is an equal opportunity employer in the terms and conditions of employment. We believe in providing an inclusive and diverse workplace environment and welcome talent from all backgrounds and perspectives. Our success is directly related to our people and as a company, we strive to foster an inclusive and diverse environment where we all work toward our common goal; to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone. This commitment applies to all candidates and employees regardless of race, color, ethnicity, citizenship, place of origin, creed, religion, age, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability and any other protected characteristic. Taymax Group welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you are a person with a disability and require accommodation in order to successfully submit an application, please contact Human Resources at ****************** to make an accommodation request. Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
    $16.5-17 hourly Auto-Apply 20d ago
  • Part Time (30 Hours) Associate Banker Spreckels, Manteca, CA

    JPMC

    Finance service representative job in Manteca, CA

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs 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 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology 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
  • Customer Service Representative

    San Joaquin County Health Commission 3.8company rating

    Finance service representative job in French Camp, CA

    The expected pay range is based on many factors such as geography, experience, education, and the market. The range is subject to change. Join our team! We are hiring a Customer Service Representative for our Modesto or French Camp office. This is a fully onsite position. Training Schedule: Monday to Friday from 8:00 to 4:30pm After Training: Monday to Friday from 8am to 5pm Our Vision: Continuously improve the health of our community. Our Mission: We provide healthcare value and advance wellness through community partnerships. What You Will Be Doing: Under direct supervision, the Customer Service Rep is responsible for responding to and resolving a variety of inquiries, requests and issues from external and internal customers in a call center environment. Essential Functions: Provides information on benefits, eligibility, claims, authorizations and other related items over the phone and in person. Researches and resolves issues related to claims and authorizations; monitors progress. Researches and resolves complex eligibility issues; monitors progress. Creates required documentation, including but not limited to call logs and other tracking systems. What You Bring: Knowledge, Skills, Abilities and Competencies Required Produces work that is accurate and complete. Actively learns through experimentation when tackling new problems, using both successes and failures to learn. Rebounds from setbacks and adversity when facing difficult situations. Knows the most effective and efficient process to get things done, with a focus on continuous improvement. Interpersonal skills - interacts effectively with individuals both inside and outside of HPSJ; relates openly and comfortably with diverse groups of people. Strong oral and written communication skills, with ability to express self clearly and professionally, and document according to standards. Strong listening skills, with the ability to accurately receive and understand messages. Basic conflict resolution skills, with the ability to use tact and diplomacy to diffuse emotional situations. Ability to work independently and as part of a team. Demonstrates a commitment to HPSJ's strategy, vision, mission and values. Ability to read, understand and apply complex written guidelines, instructions and other materials. Ability to compare and discern the difference between multiple sets of data or information. Basic arithmetic skills. Basic knowledge of contact center systems. Basic skills in Windows, Word, Excel and Outlook. Ability to navigate multiple systems and resources simultaneously. Ability to handle confidential information with appropriate discretion. Ability to speak and be understood in English. Proficiency (as defined by HPSJ's Cultural and Linguistics Program) in one of HPSJ's threshold languages may be required, depending on business requirements. Must type 40 WPM. Must pass Call Center Listening Skill test with a score of 71+. Preferred Ability to efficiently and effectively handle calls of heavy volume (50-100 per day), including documentation and resolution. Knowledge of Medi-Cal programs Knowledge of Medicare DSNP programs Knowledge of managed care Knowledge of medical policy benefits and exclusions Knowledge of medical terminology Knowledge of ICD and CPT coding. What You Have: Education and Experience Required High school diploma or general education degree; and Customer Service experience. Preferred Associate's Degree Experience in customer service in a health plan, managed care, Medicare DSNP and/or Medi-Cal. At least one year handling heavy call volume (50-100 calls per day). Licenses, Certifications None. What You Will Get: HPSJ Perk Competitive salary Robust and affordable health/dental/vision with choices in providers Generous paid time off (accrue up to 3 weeks of PTO, 4 paid floating holidays including employee's birthday, and 9 paid holidays) CalPERS retirement pension program, automatic employer-paid retirements contributions, in addition to voluntary defined contribution plan Two flexible spending accounts (FSAs) Employer-Paid Term Life and AD&D Insurance Employer-Paid Disability Insurance Employer-Paid Life Assistance Program Health Advocacy Supplemental medical, legal, identity theft protection Access to exclusive discount mall Education and training reimbursement in addition to employer-paid elective learning courses. A chance to work for an organization that is mission-driven - our members and community are at the core of everything we do. A shorter commute - if you're commuting from the Central Valley to the Bay Area. Visibility and variety - you have a chance to work with people at all levels of the organization, and work on diverse projects. Physical Demands Frequent sitting, standing and walking, constant repetitive motion, frequent talking and listening, occasional handling of materials up to 50 lbs., closeup and distance vision requirements, occasional travel. We are an equal opportunity employer and diversity is one of our core values. We believe that differences including race, ethnicity, gender, sexual orientation, and other characteristics, will help us create a strong organization that is sensitive to the needs of those we serve. Employment decisions are made on the basis of qualifications and merit. HPSJ provides equal employment opportunities to employees and applicants for employment and prohibits discrimination based on color, race, gender (including gender identity and gender expression), religion (including religious dress and grooming practices), marital status, registered domestic partner status, age, national origin (including language use) or ancestry, physical or mental disability, medical condition (including cancer and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military or veteran status, political affiliation or any other characteristic made unlawful by applicable Federal, State or local laws. It also prohibits unlawful discrimination based on the perception that anyone has these characteristics or is associated with anyone who has or is perceived to have these characteristics. Important Notice : This is not a contract between HPSJ and the employee performing the job. The duties listed in the may be changed at the discretion of HPSJ, and HPSJ may request the employee to perform duties that are not listed on the job description.
    $22k-31k yearly est. 4d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Waterford, CA

    Application Deadline: 01/02/2026 Address: 12710 Bentley St. Job Family Group: Retail Banking Sales & Service This is a part-time 20 hours a week position. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50.5k yearly Auto-Apply 37d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Finance service representative job in Stockton, CA

    Application Deadline: 01/05/2026 Address: 3255 W. March Ln. Job Family Group: Retail Banking Sales & Service Part-time 25 hours per week. 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 financial services 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 6d ago
  • Operational Branch Services Officer

    Westamerica Bank 3.6company rating

    Finance service representative job in Los Banos, CA

    Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join 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 financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 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: *********************************
    $41k-56k yearly est. 5d ago
  • Part-Time Member Experiene Rep I (San Joaquin County)

    Valley Strong Credit Union

    Finance service representative job in Manteca, CA

    Job Description OUR CORE VALUES Valley Strong Credit Union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. POSITION SUMMARY Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.” ESSENTIAL DUTIES Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer. Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns. Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions. Maintains responsibility for all cash controls and follows proper balancing procedures. Identifies Members' needs, cross-sells and refers Members to appropriate business partners. Recommends alternative channels such as online, mobile, and digital solutions. Identifies and reports fraudulent activity to prevent potential loss to credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. Checks acceptance approval within assigned limits. Ensures confidentiality of all Member and credit union information. Efficiently and accurately processes all Member transactions on multiple systems. Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance. Understands the role in sales growth and meets branch-assigned and individual goals. Performs other duties as assigned. 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. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER SKILLS AND ABILITIES Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.
    $33k-46k yearly est. 5d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Manteca, CA

    Application Deadline: 01/02/2026 Address: 150 Commerce Ave. Job Family Group: Retail Banking Sales & Service This is a part-time 20 hours a week position. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50.5k yearly Auto-Apply 12d ago
  • Operational Branch Services Officer

    Westamerica Bank 3.6company rating

    Finance service representative job in Los Banos, CA

    Full-time Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join 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 financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 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 4.1company rating

    Finance service representative job in Manteca, CA

    Application Deadline: 01/02/2026 Address: 150 Commerce Ave. Job Family Group: Retail Banking Sales & Service This is a part-time 20 hours a week position. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50.5k yearly Auto-Apply 13d ago

Learn more about finance service representative jobs

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

The average finance service representative in Turlock, 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 Turlock, CA

$42,000
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