Finance service representative jobs in Watsonville, 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.

The primary role of a Golf Customer Service Representative is to provide guest service at various parts of the operation, such as the bag drop area, parking lot, driving range deck, short course, putting course and surrounding areas. The individual will greet guests and visitors, assist with golf bags upon arrival and departure, facilitate tee times at The Hay, control access to putting course, and participate in all aspects of the practice facility and Golf Academy areas with an emphasis on guest service and maintaining a clean complex. Company Background: For over a century, friends and family, celebrities and athletes, world travelers and locals alike, have flocked to Pebble Beach Resorts. This stunning slice of California's Monterey Peninsula is a wondrous place that we are proud to share. Pebble Beach Company, located in Pebble Beach, California, owns and operates the world-famous Pebble Beach Resorts, including The Lodge at Pebble Beach, The Inn at Spanish Bay and Casa Palmero at Pebble Beach. The company also operates five renowned golf courses: Pebble Beach Golf Links, Spyglass Hill Golf Course, The Links at Spanish Bay, Del Monte Golf Course and The Hay. Its other famed properties include scenic 17-Mile Drive, The Spa at Pebble Beach, Pebble Beach Golf Academy & Practice Facility. It annually hosts premier events such as the Pebble Beach Concours d'Elegance, AT&T Pebble Beach Pro-Am, TaylorMade Pebble Beach Invitational, Pebble Beach Food & Wine and PURE Insurance Championship Impacting First Tee. Essential Duties & Responsibilities: * Greet each guest in a polite, friendly manner. * Assist guests with golf bags at bag drop. * Facilitate tee times as starter for The Hay and putting course. * Constantly patrol area to offer assistance to guests carrying their own bag. * Drive and keep range shuttle clean. * Keep area clean around the Practice Facility and The Hay. * Count and clean rental sets, clean clubs and shoes of guests if required. * Assist in cleaning and returning maintenance cars to parking locations. * Maintain cleanliness and order on the driving range, short course, putting course and surrounding areas by sweeping, straightening tees and ropes, and emptying trash containers. * Keep practice bunker raked and the practice green clean of balls when needed. * Ball gathering, ball cleaning, and operation of the ball washing machine. * Drive and operate ball picker. * Seed and top-dress range surface when needed. * Comply with Pebble Beach Company safety and health policies and procedures. * Set-up for Pebble Beach Golf Academy events if requested. Absolutely Required Skills: * Friendly and willing to work hard. * Must be at team player. * Attention to detail is required. * Able stay on task with limited supervision. * High School diploma and must be 21 years of age or older. * Valid California driver's license. Desired Skills: * Golf background preferred. Why work for Pebble Beach Company: * Competitive Pay: $17.00/hour. * Enjoy world-class health and wellness benefits. For Full Time employees, comprehensive medical, dental, vision, and life insurance is available. In addition, our Health & Wellness Center provides employees with unlimited access to a physician and medical team to tend to you and your family's health needs free of cost. * Prepare for your future. You will be eligible to participate in our 401(K) retirement program. Pebble Beach Company will match $.75 for every $1 you contribute to your 401(k), up to 6% of eligible compensation. In addition, the company will contribute an amount to your 401K each quarter based on your hours worked, along with a discretionary contribution at the end of each fiscal year. * We encourage YOU to be our guest. You will receive discounts at all Pebble Beach restaurants, retail shops, and our Forbes Five Star Spa. In addition, Hotel discounts are also available during select seasons. * Play our world-famous golf courses! Enjoy our Employee Golf Privileges including Employee Tee Times, Tournaments, and Company Club. * Grow your career with Pebble Beach. We provide opportunities for ongoing learning and development, as well as promotions and transfers to advance your career. * Lunch is on us. Enjoy a complimentary meal during your shift in our Employee Dining Room. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Morgan Stanley's 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, which 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 senior professionals 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 about 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 Stanley's 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, 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).

Morgan Stanley's 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, which 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 senior professionals 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 about 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 Stanley's 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, 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).

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.

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.

Job Title: Heavy Duty Truck Shop Service Administrator / Customer Service Representative Compensation: $25/hour to $30/hour depending on experience Department: Service Department Reports To: Service Manager Location: San Jose FLSA Status: Non-Exempt / Hourly ________________________________________ The Service Administrator / Customer Service Representative plays a critical role in ensuring smooth daily operations of the heavy-duty truck service department. This individual serves as the frontline point of contact for customers, coordinating service appointments, managing repair order documentation, processing warranty and invoicing paperwork, and supporting the service management team to deliver a superior customer experience. ________________________________________ Key Responsibilities: Greet and assist service customers in person, by phone, and electronically. Open and manage repair orders (ROs) in the dealer management system (e.g., CDK, Karmak, or similar). Accurately capture customer concerns and service requests and communicate them to the lead technicians or technicians. Coordinate appointment scheduling, vehicle status updates, and follow-up communications. Ensure timely and accurate processing of repair order billing, warranty claims, and internal/external work orders. Collaborate with technicians, parts personnel, and service managers to ensure work is completed efficiently and customer expectations are met. Maintain service files and records in compliance with company policy and regulatory requirements. Assist with cashiering, collecting payments, and managing fleet account documentation as needed. Support reporting, timekeeping, and other administrative tasks for the service department. o Daily Time Keeping and Bi-weekly Payroll via Paycor Other duties as assigned ________________________________________ Qualifications: High school diploma or equivalent; some college or vocational training preferred. Minimum 12 years of experience in a service writer, service administrator, or customer service role within the automotive, heavy-duty truck, or equipment industry. Strong computer skills with experience in dealer management systems (e.g., CDK, Karmak, Reynolds & Reynolds, etc.). Excellent communication, organizational, and multitasking skills. Customer-oriented mindset with the ability to handle stressful situations professionally. Basic understanding of truck systems, repair processes, and industry terminology is a plus. ________________________________________ Work Environment & Physical Requirements: Office-based within a shop/service department environment. Occasional exposure to noise, fumes, and shop activity. Ability to sit, stand, and use a computer for extended periods. May occasionally lift up to 25 lbs. Compensation details: 25-30 PI0bebff27bec5-31181-38484331

LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We're also committed to providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that's built on trust, care, inclusion, and fun - where everyone can succeed. Join us to transform the way the world works. At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our business. The work location of this role is hybrid, meaning it will be performed both from home and from a LinkedIn office on select days, as determined by the business needs of the team. This role will be based in our San Francisco, CA or Mountain View, CA office. Our Ecosystem Strategic Finance team is searching for an Associate for Ecosystem Strategy & Performance. This person will partner with our Product Executive team on strategic and operational projects focused on expanding growth, health, and value delivered within the LinkedIn member ecosystem. A strong candidate will be able to demonstrate a track record of strategic insight, analytical rigor, and synthesized communication to senior leadership. **Responsibilities:** Strategic Thinking + Contributes to strategy development with business partners, within a limited scope. + Begins to validate and execute routine pressure testing of growth opportunities. + Operationalizes ideas and develops plans for execution with support from more senior team members. + Supports collaborative relationships with other teams and utilizes input and feedback to develop an understanding of their priorities and constraints. Stakeholder Influence + Communicates implications of work (e.g., forecasts, analyses, trends) to management and cross-functional stakeholders with the necessary business context. + Leverages insights and data to develop narratives to influence stakeholders with some guidance. + Synthesizes problems and communicates point of view to support decision-making on issues related to individual work in smaller group discussions. Execution & Organization + Collaborates with cross-functional stakeholders to support the growth of initiatives by providing a metrics-oriented perspective, with some supervision. + Communicates with stakeholders to answer a variety of questions. + Develops standard workstreams and operational processes according to defined procedures. + Begins to identify obstacles within immediate scope and makes recommendations. Performance Management + Supports performance management by creating, maintaining, and updating basic models and forecasts for assigned metrics. + Access, transform, and synthesize data from cross-platform data sources and analyze to assess signals, trends, and risks, with some support from more senior team members. + Leverages comprehensive knowledge to develop hypotheses using identified signals, trends, and risks. + Executes ad hoc analyses to prove/disprove hypotheses and address well-defined business questions, deriving actionable insights from results. + Begins to work with cross-functional teams to design experiments to close deviations from targets. Culture & Values + Supports the culture and values of the organization, including diversity, inclusion, and belonging, by collaborating with and helping others and participating in organization-wide events/initiatives. + Seeks out feedback and provides constructive feedback to colleagues. + Takes advantage of opportunities for career growth and skill development. **Basic Qualifications** + Bachelor's Degree in Business, Business Analytics, Finance, or related field. + 1+ years of experience in finance, finance accounting, management consulting, investment banking, or related field OR equivalent experience. **Preferred Qualifications** + Background in management consulting, investment banking, private equity, strategy or an operational or growth role within a technology company + Experience with SQL + Proactive and passionate: You're independently capable of seeking information, solving conceptual problems, corralling resources, and delivering results in challenging situations + High-energy, team-first attitude: You're motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business + Highly analytical: You're analytical, with experience decomposing and solving real world business problems + Concise and effective communications: You're able to articulately present and debate recommendations with cross-functional teams and senior leadership **Suggested Skills** + Data Analysis + Communication + Strategic Thinking + Project Management + Stakeholder Management LinkedIn is committed to fair and equitable compensation practices. The pay range for this role is $80,000 to $128,000. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor. The total compensation package for this position may also include annual performance bonus, stock, benefits and/or other applicable incentive compensation plans. For more information, visit ************************************* . **Equal Opportunity Statement** We seek candidates with a wide range of perspectives and backgrounds and we are proud to be an equal opportunity employer. LinkedIn considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. LinkedIn is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful. If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at accommodations@linkedin.com and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process. Examples of reasonable accommodations include but are not limited to: + Documents in alternate formats or read aloud to you + Having interviews in an accessible location + Being accompanied by a service dog + Having a sign language interpreter present for the interview A request for an accommodation will be responded to within three business days. However, non-disability related requests, such as following up on an application, will not receive a response. LinkedIn will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by LinkedIn, or (c) consistent with LinkedIn's legal duty to furnish information. **San Francisco Fair Chance Ordinance ** Pursuant to the San Francisco Fair Chance Ordinance, LinkedIn will consider for employment qualified applicants with arrest and conviction records. **Pay Transparency Policy Statement ** As a federal contractor, LinkedIn follows the Pay Transparency and non-discrimination provisions described at this link: ******************************** **Global Data Privacy Notice for Job Candidates ** Please follow this link to access the document that provides transparency around the way in which LinkedIn handles personal data of employees and job applicants: ********************************************

Application Deadline: 12/29/2025 Address: 1050 Del Monte Center 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.

Get involved in the fast-paced sign and graphic design industry by joining the #1 sign franchise in the USA. FASTSIGNS of San Jose is looking for a creative, personable and outgoing customer service representative who can manage signage and design projects from concept to creation. Primary Responsibilities Include: Serve as the first point-of-contact for walk-in, telephone and on-line clients. Respond to customer inquiries with product recommendations and pricing information. Create detailed production plans for graphic designer and production crew. Assist with quality control of sign products to ensure customer satisfaction. Provide administration support such as customer invoicing, store open/close, daily reports, etc. This position is considered full-time, 40 hours/week with shift hours of 9am - 6pm, Monday through Friday and weekends off. Benefits include medical/dental, paid vacation, sick pay and paid holidays. Ideal candidates will be friendly, enthusiastic, organized and have strong verbal, telephone and written communication skills. Creativity and an "eye for design" is a plus! View our website at ********************* View our portfolio at ********************************* Compensation: $19.00 - $21.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.

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. 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

Milpitas Branch The Financial Services Representative provides personalized service to members in order to attract, enhance, and retain member relationships Incorporates Service Plus into all aspects of member contacts and continually builds relationships with members in order to retain and increase memberships. Further enhances these relationships through the cross-selling of products and services to meet all the members' financial needs. Knows the detailed features and benefits of all products and services available and presents them in a professional manner. Meet assigned share, deposit, lending and referral partner targets. Support Credit Union in all Initiatives with a positive attitude and willingness to get the job done. Essential Duties and Responsibilities Assists members in opening all checking, savings, and certificate products. Provides members with dividend projections by the use of the system calculation form, being able to manually calculate dividend projections. Must be capable of negotiating rates within guidelines when necessary. Maintains understanding of account ownership. Ability to analyze member's financial needs and ask leading questions to effectively cross-sell products and services. Effectively makes presentations to members on all deposit, loan, and business banking products in an understandable manner. This requires extensive knowledge of all deposit, lending, business banking, and insurance products and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required. Assists members with lending needs through loan interviews. Maintains an understanding of all lending policies and procedures. Uses the loan application to process all loan requests according to the lending guidelines set forth by the Credit Union. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Due to the responsibilities and requirements of this position, remote work (telecommuting), including hybrid schedules, is not supported. This role requires 100 percent on-site presence. Duties, responsibilities and activities may change at any time with or without notice. Minimum Qualifications High School or Equivalent required. Minimum of 3 years prior Credit Union or Banking Experience highly preferred Minimum of 2 years' experience in new accounts, products sales and lending. Must be extremely sales oriented and have a strong desire to continually surpass goals and sales targets. Proven ability in a competitive sales environment required. Knowledge of business banking deposit accounts, payroll, merchant, and the ability to promote business banking loan options. Must have excellent communication skills in order to make professional and effective presentations to members. Ability to promote all credit union products and services to members and overcome objections and concerns. Comprehensive understanding of all loan products. Full-cycle knowledge of new account functions. Ability to work independently, exercise judgment, follow instructions, and maintain a high level of professional conduct. Strong customer service focus with previous experience in a service industry. NMLS SAFE ACT compliant. This position requires that you obtain, and maintain, a National Mortgage Licensing Systems (NMLS) number as required by the SAFE Act. Must be PC literate; experience with banking software a strong plus. Must be able to work Saturdays 8:30am - 1:30pm. Do you want to be valued as an employee? Employees are Meriwest's most valuable resource. We are committed to removing barriers to access and enhancing opportunities for all individuals based on merit and potential. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Financial Services Representative II position is a Grade 7. Target Range: $27.07 to $33.84* * The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications. We also offer an excellent, fully comprehensive benefits program, including: Medical/Dental/Vision on the first day of employment for full-time employees Free Long Term Care Insurance for employees Tuition Reimbursement/Student Loan Repayment Plan Pension Plan/401K Bonus and incentive potential Generous Paid Time Off (PTO)/Holiday program Career growth support and planning programs In-house fitness center Discounts on new Mortgage after 6 months of employment Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.

Full-time Description Under the direction of the Financial Center Team Leader and/or Assistant Financial Center Team Leader, the Financial Service Representative provides a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. Actively promotes and advises on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform his/her job duties accurately, efficiently and with the highest degree of integrity. Reasonable accommodations may be made to enable individuals with disabilities. Essential Functions Include but are not limited to: Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day to day performance of job duties. Actively supports the Purpose, Values and Strategic Plan of Excite Credit Union. Takes responsibility for individual career development and training and seeks opportunities to learn new skills to further enhance job knowledge. Completes assigned self-study courses in a timely manner. Actively participates in team meetings. Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions. Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures. Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift. Takes personal responsibility for every service outcome. Answers basic questions from members and effectively communicates the credit union's products, services and membership requirements. Handles all negotiable items, such as cashier's checks, money orders, gift cards and temporary checks, in an accurate and efficient manner. Redeems US Savings Bonds. Performs financial center opening and closing duties as assigned. Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals. Makes effective referrals to other specialists when appropriate. Uses effective communication skills to learn about each member and builds relationships. Actively seeks to uncover “unexpressed” member needs during each interaction. Ensures sales goals do not interfere with doing what is best for the member, the team and the credit union. Ensures follow-up commitments are met. Key Competencies: Member Focus: Makes our members (community, ECU and/or Team) and their needs a primary focus while developing and sustaining productive relationships. Demonstrates the ability and willingness to find out what the member wants and/or needs and acts accordingly while taking the cost, return on investment and core values into consideration when making decisions. Accountability: Demonstrated follow through and ownership for own and delegated projects, work and other duties. Building Trusting Partnerships: Support and build working and collaborative relationships between departments, team leaders and internal/external members to meet ECU goals. Recognizes the contributions from other department and invites representatives to discuss ideas and plans to achieve work goals. Able to receive and provide feedback to and from others while helping others feel valued, appreciated, and included in discussions. Communication: Strong verbal and written communication. Makes favorable impressions by interacting professional with staff, partners and internal/external members that build effective relationships. Compassionate: Allow people to learn from mistakes and show genuine interest in the success of others while promoting their abilities and encouraging new innovative ideas. Flexibility and Adaptability: Maintains effectiveness when experiencing change within work structure, processes, requirements and/or culture. Quickly modifies behavior to deal effectively with changes in the work environment and readily tries new approaches appropriate for the new situations. Is flexible and not persistent with ineffective past practices and behavior. Innovation/Entrepreneurship: Identifies implicit assumptions in the way problems or situation are defined and presented; sees alternative ways to view or define problems without being constrained by past practices. Passionate / Values Based: Keep the organization's vision and values at the forefront of decision-making and action. Communicates the importance of the vision and values while helping others understand their importance. Moves others into action by translating the vision and values into day to day activities and behaviors. Sales and Persuasiveness: Uses appropriate interpersonal styles and communication methods to gain acceptance of product, services and/or ideas from prospects and existing clients, partners and members. Demonstrates flexibility in dealing with the personal/stylistic differences of our existing and potential clients, partners and members. Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application. Targets leaning needs, seeks to learn and maximize knowledge; takes risks in learning and applies knowledge into practical use to improve and support Excite business objectives. Requirements Required Experience and Education High school diploma or equivalent Minimum 1 year customer-facing experience in a retail environment Experience working in positions with sales/referral goals (team & individual) Previous cash handling experience Demonstrated ability to be fiscally responsible Desirable Experience and Education Previous financial industry experience Bi-lingual skills (English/Spanish) Physical Demands While performing the duties of this job the employee may be required to use hands to finger, handle, or feel; and talk and hear. The employee frequently is required to walk and reach with hands and arms and stand for long periods of time. The employee is required to occasionally sit, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. Work Environment Performs job duties inside the typical office setting with minimum time in an out of office environment. Team Member will be exposed to moderate stress levels associated with the performance of the job duties described above. There may be extended periods of computer and telephone use while performing job duties. Employee will be intermittently seated, standing and/or walking during the course of a normal business day. While every precaution is taken to avoid exposing employees to dangers in the workplace, working in a financial institution may expose employees to certain hazards in the event of criminal activity including robbery and/or attempted robbery. ***The above statements reflect the general details necessary to describe the principle functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the position. Management retains the discretion to add to or change the duties of the position at any time.*** Salary Description $21-$24/hour DOE

Are you ready to build a meaningful career where your work makes a real difference? New York Life is seeking a Bilingual Financial Professional to join our team in Santa Clara, CA. We're looking for candidates who are fluent in English and proficient in additional languages such as Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese. What We Offer: Competitive Compensation - Benefit from a strong earnings structure with performance-based incentives. Flexible Scheduling - Enjoy a work-life balance that supports both your personal and professional needs. Career Development - Grow with a company that provides clear pathways for advancement in the insurance and financial services industry. As a representative, you'll help clients navigate a broad suite of financial and investment solutions. Your Mission: Create tailored financial strategies that help individuals achieve their long-term personal and professional goals. Step into a role that elevates not only the lives of others but also your own future. Join us-and start making a meaningful impact today. Create Lasting Impact as a Bilingual Financial Professional in Santa Clara Empower Your Community: Provide trusted financial guidance in both English and other languages, helping families and individuals achieve stability and growth Grow as a Leader: Strengthen your leadership skills and advance your career in a rewarding, dynamic financial services environment Balance and Flexibility: Enjoy the freedom to design a career that supports both your personal and professional well-being Earn with Purpose: Unlock the potential for significant income, including long-term residual earnings that grow with your success Clear Career Path: For qualified candidates, managerial opportunities are available within two years Full Company Support: Access comprehensive training, mentorship, and sponsorship for insurance and investment licensing Required Languages: English and fluency in one of the following: Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese Core Values: Strong commitment to the concept of “seeds” (reflecting growth, nurturing, and long-term development-both personal and professional) A caring attitude and a genuine desire to help others Ideal Candidate Traits: Dedicated, open-minded, and success-driven Excellent interpersonal and communication skills Compassionate and empathetic in working with clients Self-motivated with a strong desire for learning and career growth Strong relationship-building abilities and exceptional people skills Eligibility Requirements: Must have a U.S. passport, green card, or Immigrated EAD (excluding OPT - F1 Visa holders)

Job DescriptionBenefits: Retirement 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.

Application Deadline: 12/16/2025 Address: 3081-3083 McKee Rd. 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: $44,300.00 - $66,400.00 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.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This role involves maximizing cross-sales opportunities through effective customer profiling, with the ultimate goal of cultivating interest in various consumer and business banking products. You deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. The Senior Relationship Banker provides comprehensive support to clients, ensuring their needs are met and issues are resolved efficiently. * Independently manage a portfolio comprised of both high value consumer clients and small business customers. * Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. * Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. * Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. * Recommend and deliver needs-based solutions while also identifying and introducing key partners as appropriate. * Collaborate with team members and partners to achieve branch goals and drive overall performance. * Participates in joint calling with Product partners to generate and deepen relationships with business customers. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. * Employ critical thinking and problem resolution skills to address client inquiries and challenges effectively. * Communicate clearly and effectively with customers in person, over the phone, or through digital channels. * Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. * Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * High school diploma, GED or equivalent education:: Business Management, Finance, or equivalent field - Required. * Bachelor's degree in related field or equivalent: demonstrated through a combination of work experience, training, military service, or education - Preferred. * 5+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) * 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships - Required. (OR) * 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) * 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. * Motivated to help people achieve financial goals. * Strong financial acumen with a general knowledge of consumer and small business products, and lending. * Proven track record in sales and cross-selling products and services. * Proven ability to manage a portfolio of clients effectively. * Proven relationship-building skills and a customer-centric approach. * Ability to work effectively in a team environment, building strong relationships with colleagues and business partners. * Ability to use critical thinking to solve problems and provide solutions to customer issues. * Excellent communication, consultative and influence skills both verbal and written. * Demonstrated proficiency using the phone to engage with customers. * Ability to display a credible, trustworthy, and professional image at all times. * Proficient in using digital tools and technology to enhance customer engagement. * Ability to follow directions, policies, and procedures. * Ability to identify and escalate concerns of risk to appropriate channels. * Ability to work in a fast-paced environment and manage multiple priorities. * Computer proficiency and basic math skills. * Ability to work branch hours, which can include weekends and evenings. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $52,500.00 USD Maximum: $87,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Fremont, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: * Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. * Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. * Responsible for making appropriate referrals for other bank products and services, including commercial lending products. * Follows up with clients as needed. * May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. * Responsible to resolve customer service issues. * Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. * May be responsible for processing cash transactions and other customer service duties within the branch. * Other duties as assigned. Qualifications: * High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Previous experience in a financial sales representative-oriented role preferred. * Working knowledge of mathematical calculations and standard banking products, services and transactions. * Solid knowledge of all retail products and services. * Basic knowledge of consumer lending applications. * Proven customer service, interpersonal and communication skills, both verbal and written. * Effective selling, cross-selling and referral skills. * Solid mathematical, problem-solving and negotiation skills. * Solid interpersonal & relationship building skills. * Strong attention to detail and time management. * Proficient in basic computer skills. Schedule: Monday - Friday Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.

At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health - one member at a time. In addition to a competitive base salary, our compensation package includes: 13 paid holidays 17 days of Paid Time Off (PTO) during first year of employment Up to 2% discounts on loans--including first mortgages* 401(k) Plan with Company Match Medical, dental, vision insurance Long-term disability insurance Life insurance Voluntary insurance Employee assistance program Financial Wellness benefits and resources Tuition reimbursement and more We are currently accepting applications for a full-time Personal Banker at our Gilroy Branch. As a Personal Banker, your major responsibilities will include: Opening new accounts Processing applications for all loan types Performing transactions on member accounts Actively cross-sell Credit Union products and services Ensure fulfillment of member's financial needs This position requires registration with the National Mortgage Licensing System (NMLS). Individuals in this position must satisfy all of the requirements under the category of Mortgage Loan Officer (MLO) and satisfactorily complete and supply all of the required information. Additionally, individuals in this position must satisfy all requirements to become an endorsee of the Credit Union's State of California's Credit Insurance Business Entity License. These requirements remain a condition of employment in this position. Our ideal candidate will have at least six months to two years of similar or related experience and previous experience with processing loans. Exceptional customer service skills are required, as well as excellent verbal and written communication skills. A professional appearance and demeanor are required. Prior experience working in a credit union or bank strongly preferred. Pay Range: $26.50/hour - $33.00/hour; based on skills and experience. For immediate consideration, apply today! CommonWealth is an Equal Opportunity Employer