Finance service representative jobs in West Carson, CA - 2,259 jobs
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Senior IG Credit Trader - Insurance ALM Focus
Pacific Asset Management, LLC
Finance service representative job in Newport Beach, CA
A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one.
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$68k-116k yearly est. 5d ago
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CSR/LOT ATTENDANT
Ace Parking Management, Inc. 4.2
Finance service representative job in Irvine, CA
Compensation Range: $19.00 - $20.00 per hour
About Us:
One of the reasons why we are the nation's leading parking management expert is because we recognize that "people" are what makes our company successful. It is this recognition that serves as the foundation and building block for our continued growth and success. Having been in business for over 72+ years, we understand what it means to earn "Every Thank You," which is treating our clients, partners, guests, and team members with utmost respect and courtesy. As one of the largest privately held management companies, we have the experience, passion, and the know-how to withstand the test of time and to disrupt the new marketplace with exploding new technologies. (About Us. Our Legacy)
Culture:
We have a strong, distinctive culture - a culture that is heavily influenced by a shared vision, style, and values. Our company values are the glue that binds our business, clients, and team members. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely.
Accountability:
Assist with office duties, including answering phones and emails.
Assisting customers' with using pay stations or automated ticketing equipment, including obtaining receipts, and credit card payment.
Assisting customers with locating vehicles.
Directing customers to parking areas or parking spaces, using hand signals or flashlights as necessary.
Resolving customer requests, questions, and complaints.
Patrolling parking areas on a golfcart in order to prevent vehicle damage and vehicle or property thefts.
Actively look for ways to assist customers.
What we are looking for:
A valid CA Driver's License
Must be able to stand and walk up to 8 hours per shift.
Must be able to speak clearly, distinctly, and effectively using tact and diplomacy.
Experience dealing with irate customers and resolving customer issues and/or complaints.
An outgoing and enthusiastic personality.
Willingness to do whatever it takes to earn a "Thank You."
What We Can Offer You for All Your Hard Work:
$19 - $20 Per Hour
Medical, dental, vision, life insurance coverage for full-time, eligible employees.
Flexible Spending Accounts for full-time, eligible employees
401k
Vacation/Sick for full-time and part-time employees
Holiday for full-time and part-time employees
Discount programs
Ace Parking is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, Ace Parking will ensure that persons with disabilities are provided reasonable accommodation. If reasonable accommodation is needed, please email: ***************************** describing the accommodation.
$19-20 hourly 2d ago
Route Service Representative - Medico Long Angeles
American Textile Maintenance Co 3.5
Finance service representative job in Los Angeles, CA
We are Southern California's leader in uniform and linen services - family owned and operated since 1932. Our proud heritage of quality service started 89 years ago, and the operation has remained in the family ever since for 4 generations. Medico Professional Linen Service is a uniform and linen service specializing in private practice and medical clinic businesses in the Southern California area. This operation is the largest linen and uniform service specializing in this niche in the United States and is now being mirrored by our industry peers in other regions of the country. Our values of team work, quality, and service have been at the heart of what we do and have strengthened our brands and business relationships.
The Route Representative is responsible for servicing the accounts of Medico Professional Linen. Medico Professional Linen Service is a textile rental service organization. Primary responsibility is the customer service of existing and new accounts.
If you are career minded and growth-oriented and have aspirations to work for a company that is the leader in quality and service in its industry, then this position is for you.
This position is responsible for servicing a broad range of customer accounts.
Skills and Abilities:
Must have the ability to communicate effectively both verbally and in writing.
Required to maintain an eligible driving record.
Preferred knowledge and understanding of linen industry.
Knowledge and understanding of maintaining route books, route billing and codes.
Knowledge and understanding of operating a hand held device.
Ability to work well with others and problem solving customer concerns onsite.
Must have a professional manner and appearance.
Must have exceptional organization and customer service abilities.
Must have the ability to learn and participate in group training sessions.
Computer literate.
Position includes required ability to lift more than 30lbs and required ability to stand and walk for eight or more hours per day.
Education:
Must have a high school diploma or GED equivalent.
Experience:
Must have an eligible driving record with at least 5 years driving experience. Class A Drivers preferred.
Benefits:
Hourly Wage
Pension Plan
Comprehensive Insurance Program
Paid Holidays and Vacation
Serious Applicants only!
Job Type:
Full-time
Salary:
$23.00 - $26.00 per hour (Class C)
$25.00 - $28.00 per hour - Class A
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
10 or 8 hour shift
Monday to Friday
Must be available weekends
Work Location:
In person
American Textile Maintenance Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$23-26 hourly 2d ago
Client Services Representative
Venbrook 3.3
Finance service representative job in Irvine, CA
JOB TITLE: Client ServicesRepresentative (CSR) - Employee Benefits
DEPARTMENT: Employee Benefits
CLASSIFICATION: Non-Exempt
LANGUAGE REQUIREMENT: Bilingual English and Spanish
COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience
COMPANY OVERVIEW:
Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines.
Our teams support clients through direct service, accountability, and clear communication.
Our culture emphasizes ownership, collaboration, and trust.
We offer a comprehensive benefits package:
401k with employer match
Medical, dental, vision, life, and disability insurance
Paid Time Off
Paid holidays
Paid sick leave
Professional development opportunities
Flexible work arrangements
JOB SUMMARY:
The Client ServicesRepresentative supports employees and HR contacts with day-to-day benefit inquiries.
You operate in a high-volume, member-facing environment.
You resolve routine issues and escalate complex matters following defined guidelines.
Your work supports a consistent member experience and reduces service interruptions for Account Management teams.
DUTIES/RESPONSIBILITIES:
Employee and Member Support
Serve as the primary contact for benefit inquiries via phone and email
Explain coverage, eligibility, and benefit usage in clear terms
Guide members through carrier portals, mobile applications, and ID card access
Support employees during open enrollment
Provide bilingual support in English and Spanish
Routine Benefits and Claims Support
Process ID card requests and replacements
Confirm provider network participation
Respond to basic claim status inquiries
Verify eligibility and enrollment changes
Add or remove dependents
Provide prescription refill guidance
Address standard open enrollment questions
Issue Identification and Escalation
Identify issues requiring escalation
Route cases to Account Management per internal guidelines
Ensure complete documentation prior to escalation
Maintain ownership until successful handoff is confirmed
Documentation and Collaboration
Document all interactions and outcomes in the CRM system
Track open items through resolution
Partner with Account Managers and Advocacy teams
Identify recurring issues and share trends with leadership
EDUCATION & EXPERIENCE:
Required Skills & Qualifications
· One to three years of experience in employee benefits, insurance
· Bilingual English and Spanish
· Clear written and verbal communication skills
· Ability to manage high call and email volume
· Strong organization and follow-through
· Professional and composed in time-sensitive situations
Preferred Qualifications
· Experience in an employee benefits brokerage or consulting environment
· Knowledge of health and welfare benefit plans
· Experience with CRM or benefits administration platforms
· Working knowledge of Outlook, Word, and Excel
Measures of Success
Timely resolution of routine member issues
Clear and complete escalation documentation
Positive member experience feedback
Reduced disruption to Account Management workflows
$28.9-33.7 hourly 4d ago
Loan Servicing Associate
Royal Business Bank 4.1
Finance service representative job in Los Angeles, CA
Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.
Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes;
Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies;
Assist customers and staff with loan-related inquiries;
Perform loan account maintenance;
Ensure compliance with all applicable government, investors, and bank regulations;
Perform other duties as assigned
QUALIFICATIONS
EDUCATION: AA degree or equivalent
EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus
SKILLS/ABILITES
Strong interpersonal and customer service skills
Positive attitude
PC proficiency in Microsoft Office
Detail-oriented and follow-through skills.
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
$36k-43k yearly est. 4d ago
Customer Service Representative
The Phoenix Group 4.8
Finance service representative job in Los Angeles, CA
We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs.
Responsibilities
Create a welcoming and polished experience for employees, clients, and guests.
Deliver responsive, high-touch customer service in person, by phone, and through digital channels.
Collaborate with teammates to share responsibilities and maintain seamless operations.
Partner with other departments to direct inquiries and resolve issues efficiently.
Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination.
Safeguard sensitive and confidential information with the highest level of discretion.
Qualifications
At least 3+ years of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
A customer-first mindset, with the ability to handle requests thoughtfully and professionally.
Initiative and sound judgment to manage situations independently when needed.
$33k-43k yearly est. 4d ago
Customer Service Representative
Kellyconnect | Contact Center Solutions
Finance service representative job in Irvine, CA
For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer servicerepresentative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds
Office Rotation: Tuesday/Thursday & every other Friday
Must live in commutable distance to Irvine, California
Work from Home Rotation: Monday/Wednesday & every other Friday
Competitive pay rate- $26
Why should you apply:Medical and dental benefits
Opportunity to gain valuable experience.
Enjoy a positive and supportive work environment.
Paid training to ensure you have the skills & knowledge to succeed.
What's a typical day as a Customer ServiceRepresentative? You'll be:
Processing product complaints through queues and other communication channels.
Maintaining a positive experience while investigating complaints in a timely and courteous manner.
Accurately updating databases with pertinent details & product information.
Escalating issues based on severity to appropriate levels as needed.
Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints.
This job might be an outstanding fit if you:
Have a high school diploma or equivalent.
Have at least 3 years of customer service experience and call center experience
Have strong problem- solving and organizational skills.
Are able to work in a fast-paced environment.
Are able to work a hybrid work schedule comprised of weekly office & remote requirements.
What happens next:
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer ServiceRepresentative today.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquà en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orÃgenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
$26 hourly 4d ago
Customer Service Representative
Partners In Diversity, Inc. 3.3
Finance service representative job in Torrance, CA
NEXT CLASS STARTING IN February 2026
We are seeking highly skilled Call Center Customer ServiceRepresentatives to join our client's team located in the Torrance area. This position is responsible for delivering excellent customer care and creating sustainable value for customers via phone, email, chat, and correspondence. The "CSR's" will handle service and information requests, billing, cost savings advice, and explain company policies and procedures along with terms and conditions.
Essential Job Functions:
• Providing efficient and effective service to customers and prospects on all patron-based services to a variety of inquiries and customer needs.
• Maintains sincere interest in providing stellar customer care
• Understands customer needs, determines the appropriate course of action to meet those needs and completes and initiates the transaction
• Exercises independent thinking in meeting customer expectations
• Combines knowledge of product, good work ethic, effective time management skills, and human relations skills to meet performance standards and positively influence the client's image
Must Possess the Ability to:
• Process information quickly and accurately
• Work under time constraints
• Understand and apply new concepts
• Analyze Information and evaluate results
• Effectively deal with complex customers
• Create positive customer relationships by defusing angry and upset customers
• Demonstrate commitment to learning quickly and effectively applying knowledge
• Attention to detail and follow-up
Minimum Requirements:
• High School Diploma or equivalent
• Minimum 1 year of call center experience
• Minimum 1 year of customer service experience
• Knowledge of computer (PC) and internet applications
• Excellent Telephone etiquette
• Excellent communication skills written, verbal, and interpersonal
• Proficiency in keyboarding/data entry (At least 35wpm) - Typing Test given
• Excellent oral and written skills: Grammar and terminology
• Time management skills
• Ability to pass a background check and drug screen upon offer of employment
Required Qualifications:
• 6 months- 1 year of Call Center Experience
Shift Times:
1. Mon - Fri: 8:00 am - 6:00 pm (MUST have flexibility to work during these hours)ô€€€
2. Must attend ALL training assigned days (First 30 days)
$32k-41k yearly est. 3d ago
Customer Service Representative
Vaco By Highspring
Finance service representative job in Irvine, CA
Our client is seeking a dependable and customer-focused Customer ServiceRepresentative to serve as a key point of contact for customers. This role is ideal for someone who enjoys helping others, solving problems, and providing a positive experience while working in a fast-paced, team-oriented environment.
Key Responsibilities
Respond to customer inquiries via phone, email, and/or chat in a professional and timely manner
Resolve customer questions, concerns, and issues while ensuring a high level of satisfaction
Document customer interactions accurately in internal systems
Process orders, returns, account updates, or service requests as needed
Collaborate with internal teams (sales, operations, billing, etc.) to resolve escalated issues
Follow established processes, policies, and service standards
Identify opportunities to improve the customer experience
Qualifications
1-3+ years of experience in customer service, call center, or client support roles
Strong communication and interpersonal skills
Ability to remain calm, professional, and solution-oriented
Basic computer proficiency and ability to learn new systems quickly
Strong attention to detail and follow-through
Nice to Have
Experience in a high-volume or phone-based support environment
Familiarity with CRM or ticketing systems (Salesforce, Zendesk, etc.)
Bilingual skills a plus
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$32k-41k yearly est. 1d ago
Leveraged Finance Associate - Los Angeles
Sonder Consultants 4.4
Finance service representative job in Los Angeles, CA
Leveraged Finance - Los Angeles
The Firm & Opportunity
An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation.
Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion.
Hiring Profile
The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy.
Additional qualifications include:
Elite academic credentials; Juris Doctor from an ABA-accredited law school
Training at a top-tier BigLaw platform
California Bar admission preferred, or eligibility to sit for the California Bar
Why This Role
This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group.
Why This Firm
The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family.
Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being.
Interested?
For a confidential discussion, please contact Cole Evarts at *********************************.
About Sonder Consultants
Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
$46k-80k yearly est. 2d ago
Financial Services Officer I (or II)-Burbank
Logix Federal Credit Union
Finance service representative job in Burbank, CA
ID 2025-1424 Category Sales Type Full-Time Remote No
The FinancialServices Officer I (or II) is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs.
The Burbank team is hiring FinancialServices Officers. We are offering a Sign-On Bonus of $1,500.00 for FinancialServices Officers. If you are sales-oriented, have experience in the financialservices industry, and love helping people thrive, apply online today to learn more about these exciting opportunities!
Highlights
$44,990.40 + Incentives (Unlimited Cap On Incentives)
Day One Employee Benefits
Auto Discounts
Mortgage Discounts
Tuition Reimbursement
401K Company Match
Responsibilities
Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs and assists them in the selection of the appropriate financial products and services.
Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans.
Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances).
Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score.
Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs.
Participates in marketing campaigns and member awareness seminars. Works with outside sources to generate additional business.
Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits.
Executes the day-to-day elements of the Credit Union's Member Experience per established standards. This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union's Needs Assessment process. Fulfilling the members' initial need and setting an appointment for a follow up meeting to discuss their other financial needs.
Escorting the member all the way to the door and thanking them for their business and reaffirm their decision to do business with LFCU.
Directly responds to member's inquiries either in person, via telephone, mail or an internal referral.
Works with Branch Management in a team atmosphere for the promotion and growth of loan totals, provide information and feedback on branch goals to staff and generate referrals through coaching and encouragement of branch staff.
Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Responsible for quality and accuracy of all work performed.
Assists Sales Manager to develop and promote LFCU services to their existing Select Employee Groups (SEGs) for sign up events, benefit fairs and others.
Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members.
May perform routine office and clerical duties such as: requisitioning supplies; maintaining accurate, current files; and other duties as may be assigned.
May maintain a cash drawer in accordance with assigned cash limits and policy and procedures. Balances own daily work and may assist with the daily branch balancing procedures and approval of transactions for tellers when the transaction is over the teller limit. Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.).
Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.).
Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required.
Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own reliable mode of transportation.
Must be willing to be assigned to another local branch as needed and that eligibility for a transfer after assignment is subject to Senior Management approval.
Must consistently report to work on time, as scheduled.
Qualifications
Education
Bachelor's Degree (4 years) with business related emphasis a plus.
Experience
Minimum of 1 year experience, 3 years preferred of financialservice officer and/or loan officer experience in a financial institution.
Knowledge, Skills & Ability
The FSO must:
Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices.
Knowledge of credit union documents, reports, policies and procedures a plus.
Obtain the following licenses, skills and authorities within 6 months of entering the position: Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation.
Have a working knowledge of the Microsoft suite of Office products.
Experience using the Symitar Data system is considered a plus.
Be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own mode of transportation.
Be willing to be assigned to other local branches as needed.
Disclaimer
Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.
Base Pay
USD $21.63/Hr.
$47k-78k yearly est. 5d ago
Relationship Banker - Pasadena, CA
Banktalent HQ
Finance service representative job in Pasadena, CA
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 financialservices 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 Relationship Banker in Pasadena, CA.
Essential Functions:
Leverage credit expertise to assess client need, identify commercial lending opportunities, structure tailored financials solution that drive portfolio growth.
Develop and expand client relationships through proactive outreach, in-person visits, and community engagement to achieve sales goals and deepen market presence.
Lender responsible for acquiring, analyzing and maintaining lending client relationships.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
Solicits the sale of additional products and services to best meet clients' needs.
Develops and implements marketing plans for expanding business.
May be assigned specialized industry or market segments.
Qualifications:
Typically requires a Bachelors degree and 2 years commercial lending and bank sales experience.
Limited use and/or application of basic lending principles, theories, and concepts.
Basic knowledge of bank products and commercial lending techniques and procedures.
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 $70,000 - $90,000 annually depending on job-related factors such as level of experience.
$70k-90k yearly 5d ago
Client Service Officer I/Floater
United Business Bank 4.2
Finance service representative job in Buena Park, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer I/Floater (CSO I/Floater) is an onsite position and does not have remote opportunities.
The Client Service Officer I/Floater (CSO I/Floater) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits, and assisting clients with bookkeeping and account problems. The CSO I/Floater is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO I/Floater answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO I/Floater will travel to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence. The CSO I/Floater will also back up the Assistant Client Service Manager, the Client Service Manager or the Branch Manager and cover the branch and personnel in their absence. The CSO I/Floater performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financialservices industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Ability to operate related computer hardware and other business equipment including Teller Cash Recycler (TCR), adding machine, calculator, copy machine, and telephone.
Location: Onsite, no remote
We are 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, disability, or veteran status.
$40k-53k yearly est. 4d ago
Relationship Banker II
Cathay Bank-Headquarters 4.4
Finance service representative job in Irvine, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
New Accounts
Perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
Proactively support branch new business promotions.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
QUALIFICATIONS
College degree in business, accounting or finance preferred, but not required
1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus.
Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred.
Motivated to consistently provide our customers with excellent service and help them achieve their financial goals.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS).
Able and willing to commute as required for business needs.
OTHER DETAILS
$22.00 - $25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$22-25 hourly 5d ago
Investment Grade Credit Trader
Pacific Asset Management, LLC
Finance service representative job in Newport Beach, CA
Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
#J-18808-Ljbffr
$62k-103k yearly est. 5d ago
Route Service Representative - Medico South Gate
American Textile Maintenance Co 3.5
Finance service representative job in South Gate, CA
We are Southern California's leader in uniform and linen services - family owned and operated since 1932. Our proud heritage of quality service started 89 years ago, and the operation has remained in the family ever since for 4 generations. Medico Professional Linen Service is a uniform and linen service specializing in private practice and medical clinic businesses in the Southern California area. This operation is the largest linen and uniform service specializing in this niche in the United States and is now being mirrored by our industry peers in other regions of the country. Our values of team work, quality, and service have been at the heart of what we do and have strengthened our brands and business relationships.
The Route Representative is responsible for servicing the accounts of Medico Professional Linen. Medico Professional Linen Service is a textile rental service organization. Primary responsibility is the customer service of existing and new accounts.
If you are career minded and growth-oriented and have aspirations to work for a company that is the leader in quality and service in its industry, then this position is for you.
This position is responsible for servicing a broad range of customer accounts.
Skills and Abilities:
Must have the ability to communicate effectively both verbally and in writing.
Required to maintain an eligible driving record.
Preferred knowledge and understanding of linen industry.
Knowledge and understanding of maintaining route books, route billing and codes.
Knowledge and understanding of operating a hand held device.
Ability to work well with others and problem solving customer concerns onsite.
Must have a professional manner and appearance.
Must have exceptional organization and customer service abilities.
Must have the ability to learn and participate in group training sessions.
Computer literate.
Position includes required ability to lift more than 30lbs and required ability to stand and walk for eight or more hours per day.
Education:
Must have a high school diploma or GED equivalent.
Experience:
Must have an eligible driving record with at least 5 years driving experience. Class A Drivers preferred.
Benefits:
Hourly Wage
Pension Plan
Comprehensive Insurance Program
Paid Holidays and Vacation
Serious Applicants only!
Job Type:
Full-time
Salary:
$23.00 - $26.00 per hour (Class C)
$25.00 - $28.00 per hour - Class A
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
10 hour shift
Monday to Friday
Must be available weekends
Work Location:
In person
American Textile Maintenance Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$23-26 hourly 7d ago
Customer Service Representative
Vaco By Highspring
Finance service representative job in Irvine, CA
Our client is seeking a dependable and customer-focused Customer ServiceRepresentative to support daily operations and deliver a high level of service to customers. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Provide professional and courteous customer support via phone and email
Respond to customer inquiries, service requests, and issues in a timely manner
Maintain accurate records and documentation related to customer interactions
Coordinate and communicate effectively with internal teams to ensure customer needs are met
Follow established policies and procedures to maintain service quality and consistency
Track open items and ensure timely follow-up and resolution
Assist with administrative tasks as needed to support daily operations
Qualifications
Positive, professional, and customer-focused attitude
Strong interpersonal and communication skills (verbal and written)
Ability to multitask and manage changing priorities
Ability to remain calm and effective in a fast-paced or high-pressure environment
Strong organizational skills and attention to detail
Reliable follow-through and time management skills
Proficiency in Microsoft Word, Excel, and Outlook
Preferred Skills
Prior customer service or administrative experience
Experience working in a team-oriented environment
Ability to quickly learn new systems and processes
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$32k-41k yearly est. 3d ago
Client Service Officer III
United Business Bank 4.2
Finance service representative job in Irvine, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer III (CSO III) is an onsite position and does not have remote opportunities.
The Client Service Officer III (CSO III) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO III is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO III answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO III will also back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence. The CSO III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financialservices industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are 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, disability, or veteran status.
$40k-54k yearly est. 4d ago
Branch Relationship Banker - Orange, CA
Banktalent HQ
Finance service representative job in Orange, CA
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 financialservices 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 Orange, 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.
$22-28 hourly 5d ago
Sr. Relationship Banker
Cathay Bank-Headquarters 4.4
Finance service representative job in Los Angeles, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Commercial Lenders).
Proactively support branch new business promotions.
Originate and process mortgage loans.
Achieve assigned sales goals.
New Accounts
Independently perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
QUALIFICATIONS
College degree in business, accounting or finance preferred, but not required.
2 or more years of new accounts, sales, cash handling, retail experience and/or relevant banking experience required.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to apply strong critical thinking and problem solving skills to a variety of situations and create action plans.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers.
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
Required to obtain MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS) within 6 months of hire or designation as a Senior Relationship Banker.
May obtain (optional) appropriate State(s) Life & Health Insurance License(s), FINRA Series 6 & 63 or Series 7 & 65 within 12 months of hire or designation as a Senior Relationship Banker.
Able and willing to commute as required for business needs.
OTHER DETAILS
$25.00 - $29.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$25-29 hourly 5d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in West Carson, CA?
The average finance service representative in West Carson, CA earns between $27,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in West Carson, CA
$42,000
What are the biggest employers of Finance Service Representatives in West Carson, CA?
The biggest employers of Finance Service Representatives in West Carson, CA are: