Post job

Finance service representative jobs in Watsonville, CA - 1,337 jobs

All
Finance Service Representative
Relationship Banker
Banking Associate
Customer Service Representative
Sales Representative
Finance Representative
Investment Banker
Banker
Finance Associate
Futures Trader
  • Technology Investment Banking Vice President, Software (Menlo Park, CA)

    Morgan Stanley 4.6company rating

    Finance service representative job in Menlo Park, CA

    Morgan Stanleys Investment Banking Group provides industry regional and product expertise to corporations institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions Global Capital Markets Real Estate and other industry groups throughout the Firm to provide relevant market insight, product creativity and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes who will encourage you to go beyond the numbers and think creatively. Qualifications 6 years of relevant experience within investment banking or an MBA with 3 years of experience and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and / or CFA designation would be an asset Series licensed or must obtain What you can expect from Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion and giving back - aren't just beliefs; they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley you'll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move around the business for those who show passion and grit in their work. To learn more about our offices across the globe please copy and paste into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages and other Morgan Stanley-sponsored benefit programs. Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, stereotype gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet). Key Skills Change Management Financial Services Growing Experience Managed Care Management Experience Analysis Skills Senior Leadership Performance Management Process Management Leadership Experience Negotiation Analytics Employment Type: Full-Time Experience: years Vacancy: 1 #J-18808-Ljbffr
    $275k yearly 5d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Customer Service Representative - Open Availability

    Circle K Stores, Inc. 4.3company rating

    Finance service representative job in Gilroy, CA

    Store 2************ Chestnut Ave, Gilroy, California 95020 Shift Availability. Days - Evenings - Overnight Job Type. Part time. Customer Service Representative. We want you to join our team as a Customer Service Representative. If you have the desire Customer Service Representative, Customer Service, Representative, Retail, Service
    $32k-38k yearly est. 2d ago
  • UHNW Private Banker | Wealth Strategy & Trusted Advisory

    Citigroup Inc. 4.6company rating

    Finance service representative job in Palo Alto, CA

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

    Bloom Energy 4.8company rating

    Finance service representative job in San Jose, CA

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

    Chevron Stations, Inc.

    Finance service representative job in Mountain View, CA

    Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. Maintain neat appearance and good personal hygiene in compliance with CSI image standards. Support and follow established safety, security, quality Customer Service Representative, Customer Service, Representative
    $32k-42k yearly est. 2d ago
  • Customer Service Representative - State Farm Agent Team Member

    Carlos Marron-State Farm Agent

    Finance service representative job in Redwood City, CA

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

    Tile Club

    Finance service representative job in San Jose, CA

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

    Appleone 4.3company rating

    Finance service representative job in Fremont, CA

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

    Chevron 4.8company rating

    Finance service representative job in Gilroy, CA

    Excited to grow your career? At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus. People First, Excellence Always CSI#: 2217 Station Address: 7110 Camino Arroyo Gilroy, CA 95020 Job Expectations: * Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. * Maintain neat appearance and good personal hygiene in compliance with CSI image standards. * Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately. * Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process. * Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures * Follow federal law and company standards on carding customers for all age restricted products sold at the stations. * Work professionally with vendors and contractors. * Regular and punctual attendance is expected. * Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products Essential Functions: * Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact. * Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment. * Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently. * Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable. * Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed. * Actively promote store specials and other marketing programs. * Cross-check price of delivered goods for accuracy. * Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store. * Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only) * May perform other duties as assigned by management. Requirement/Qualifications: * Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters. * Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays. * Strong attention to detail. * Ability to handle challenging situations professionally and exercise exceptional judgement. * Ability to work both independently and in team settings. * Must possess required up-to-date food handling certificates, as required by law (in specific locations only). * Cooking/Restaurant experience preferred Supervisor Responsibilities: * This position has no supervisory responsibilities Travel: * Rare, limited to required training and coverage for nearby stations. Physical Demands Include but are not limited to: * Ability to stand and walk for long periods of time on hard and uneven surfaces. * Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds. * Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity. * Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment. * Periodic exposure to all outdoor conditions during daylight hours. * Moderate exposure to walk-in coolers and freezers at 34 F or lower. * Frequent handwashing and attention to personal cleanliness standards. Must be at least 18 years of age or older to work in California and Oregon locations. Must be at least 21 years of age or older to work in Washington locations. Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am. Must be at least 21 years of age or older to work in Management positions. * Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers. * The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law. USA based job position Visas will not be granted Benefits: * Full-time & Part-time shifts available * Direct Deposit with competitive weekly pay * Health & Wellness packages available for purchase * Education reimbursement program * Shift Differential Pay for select shifts and job titles * Management Bonus Program * Loyalty Service time Program * Commuter benefit Program Compensation Range: $18.75 - $19.75 Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation. We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************. Privacy and Terms and Conditions We respect the privacy of candidates for employment. This Privacy Notice sets forth how we will use the information we obtain when you apply for a position through this career site. If you do not consent to the terms of this Privacy Notice, please do not submit information to us. Please access the Global Application Statements, select the country where you are applying for employment. By applying, you acknowledge that you have read and agree to the country specific statement. Terms of Use
    $18.8-19.8 hourly 6d ago
  • Customer Service and Support Representative - II

    Avidex Industries LLC 3.8company rating

    Finance service representative job in Fremont, CA

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

    Bank of America Corporation 4.7company rating

    Finance service representative job in Watsonville, CA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-38k yearly est. 2d ago
  • Superstar Sales Reps Only

    California Deluxe Windows

    Finance service representative job in Santa Clara, CA

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

    Alliance Designer Products

    Finance service representative job in San Jose, CA

    About the Company We are looking for a self-motivated sales rep to join our highly successful team in the Bay Area market. Alliance Gator is the industry leader in the hardscape accessories market with worldwide distribution of its products. Our partners have come to depend on our superior quality products, hands-on service, and industry certified training. We are looking for self-motivated sales reps to join our highly successful team. Alliance is based in Montreal, Canada. About the Role Help to continue the growth of sales and training throughout the respective market with existing and new customers. Responsibilities Service and support existing customer base (national partners, dealers and contractors) Expand and grow product sales within existing customer base Cultivate new customers and end users Support aggressive plan to promote Alliance products in the market Present/facilitate industry certified training presentations Conduct hands-on product demonstrations in classroom and job site settings Qualifications 5 years building products sales experience or equivalent 4-year degree or equivalent background in the construction or hardscape industry Required Skills Excellent verbal and written communication skills Demonstrated public speaking skills to audiences of 25-35+ attendees Strong time management, organization and proper decision-making skills 50% travel within territory and occasionally to national trade shows and corporate meetings Bi-lingual English-Spanish a must Must be proficient with computer and CRM software Must have passport and able to travel to Canada Must own reliable vehicle for travel and transport product samples (company has vehicle allowance) Must have valid driver's license, registration and proof of insurance Occasional long-distance travel by car or air may be necessary; overnight travel 1-2 nights per week Physical Requirements Must be physically and mentally able to work 40+ hours per week, Monday through Friday Must be able to lift/move and use 50 lbs of samples Must be able to work on hardscape job sites and demonstrate proper use of products; provide technical guidance and hands-on support to end-users Must reside in Bay Area Pay range and compensation package Base salary of $75,000 plus $1,100 monthly car allowance; benefits include health, dental, and 401K
    $75k yearly 1d ago
  • Part Time Associate Banker Monterey Bay Salinas (30 hours)

    JPMC

    Finance service representative job in Monterey, CA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $54k-108k yearly est. Auto-Apply 60d+ ago
  • Interested in a future role?

    Taara

    Finance service representative job in Sunnyvale, CA

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

    Bank of Montreal

    Finance service representative job in Gilroy, CA

    Application Deadline: 01/26/2026 Address: 7865 N. Monterey Rd. Job Family Group: Retail Banking Sales & Service Part-time 20 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 20d ago
  • Part Time (30 Hours) Associate Banker, Main St Salinas Branch, Salinas, CA Bilingual Spanish Required

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Salinas, 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 fluently 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Salinas,CA $25.00 - $30.48 / hour
    $25-30.5 hourly 3d ago
  • Financial Representative Entry Level

    Northwestern Mutual-Monterey District 4.5company rating

    Finance service representative job in Hollister, CA

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving backsupporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in peoples lives. Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Anthony Ivancich Managing Director: Time with NM: 14 years. Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career. Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan. Francisco Arrevalo Financial Advisor: Time with NM: 3 years. Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted The Unknown podcast, which focused on sharing real-life stories to inspire others. Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers. Sarah Willson Financial Representative: Time with NM: 2 months. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services. Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime. Chandler Sanguinetti Associate Financial Advisor: Time with NM: 3 years. Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor. Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $30k-44k yearly est. 25d ago
  • Customer Service Representative

    Chevron Stations, Inc.

    Finance service representative job in Redwood City, CA

    Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. Maintain neat appearance and good personal hygiene in compliance with CSI image standards. Support and follow established safety, security, quality Customer Service Representative, Customer Service, Representative
    $32k-42k yearly est. 2d ago
  • Architectural & Design Sales Representative

    Tile Club

    Finance service representative job in Fremont, CA

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

Learn more about finance service representative jobs

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

The average finance service representative in Watsonville, CA earns between $27,000 and $67,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Watsonville, CA

$43,000
Job type you want
Full Time
Part Time
Internship
Temporary