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Route Service Representative (4-Day Workweek)
Cintas 4.4
Finance service representative job in Sacramento, CA
Cintas is seeking a Route ServiceRepresentative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which our partners deliver and pick up uniforms, shop towels, chemical cleaning products and other facility service products.
Our Route Service Sales Representatives enjoy:
+ Comprehensive 10-week training program
+ Solid base salary and commission potential after being assigned a route
+ Majority work a 4-Day workweek
+ Majority work no nights or weekends
+ Monthly/Quarterly performance bonuses & incentives
Key Responsibilities Include:
+ You are the face of Cintas to our customers and must work to build rapport with key decision makers
+ Ensure quality standards, and proactively solve customer concerns.
+ Grow our existing customer base by upselling and cross-selling additional products and services
+ Negotiating service agreement renewals and control inventory while working professionally and safely
+ Comply with driving and vehicle regulations.
**Skills/Qualifications**
Required
Qualified candidates must meet all requirements outlined by the Department of Transportation (DOT) for driving a regulated vehicle weighing more than 10,000 lbs. In order to comply with DOT requirements, qualified candidates must, prior to their first day of employment:
+ Have an active driver's license
+ Be at least 21 years of age
+ Obtain a DOT medical certification
+ Provide documentation regarding their previous employment
All successful candidates will also possess:
+ The ability to meet the physical requirements of the position
+ A High School diploma, GED or Military Service
+ The ability to demonstrate a strong customer service orientation
+ Self-motivation and the drive to work in an environment that relies on teamwork to meet goals
+ A positive attitude, along with ambition, organization and service spirit
This is a rewarding opportunity! To support our aggressive growth plans, we offer unique opportunities, including advancement, ongoing training, mentoring and the opportunity to develop world class business skills.
**Benefits**
Cintas offers comprehensive and competitive medical, dental and vision benefits, with premiums below the national average. We offer flexibility with four different medical plan options; one plan is offered at zero cost.
Additionally, our employee-partners enjoy:
- Competitive Pay
- 401(k) with Company Match/Profit Sharing/Employee Stock Ownership Plan (ESOP)
- Disability, Life and AD&D Insurance, 100% Company Paid
- Paid Time Off and Holidays
- Skills Development, Training and Career Advancement Opportunities
**Compensation**
A reasonable estimate of total compensation for this role ranges between $45,000 - $90,000/Year and is a combination of base salary plus earned commissions. The range takes into account factors that are considered in making compensation decisions including, but not limited to, skill sets, experience and training, performance, and other business and organization needs. This disclosed range has not been adjusted for applicable geographic differentials associated with the location at which the position may be filled. Please note, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decision are dependent on the facts and circumstances of each decision.
**Company Information**
Cintas Corporation helps more than one million businesses of all types and sizes get Ready to open their doors with confidence every day by providing products and services that help keep their customers' facilities and employees clean, safe, and looking their best. With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday. Headquartered in the U.S., Cincinnati, OH, Cintas is a publicly held Fortune 500 company traded over the Nasdaq Global Select Market under the symbol CTAS and is a component of both the Standard & Poor's 500 Index and Nasdaq-100 Index.
Cintas Corporation is proud to be an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, genetic information, disability, protected veteran status, or any other characteristic or category protected by local, state, or federal law.
This job posting will remain open for at least five (5) days.
**Job Category:** SSR
**Organization:** Rental
**Employee Status:** Regular
**Schedule:** Full Time
**Shift:** 1st Shift
\#INDT1
$45k-90k yearly 4d ago
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Customer Service Representative
Circle K Stores, Inc. 4.3
Finance service representative job in American Canyon, CA
Shift Availability
Days - Evenings - Overnight
Job Type
Part time
Customer ServiceRepresentative
We want you to join our team as a Customer ServiceRepresentative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further.
As a Customer ServiceRepresentative, you will enjoy:
Medical, Vision, Dental, & Life Insurance/Short & Long Term Disability
Flexible Schedules
Weekly Pay
Weekly Bonus Potential
Large, Stable Employer
Fast Career Opportunities
Work With Fun, Motivated People
Task Variety
Paid Comprehensive Training
401K With a Competitive Company Match
Flexible Spending/Health Savings Accounts
Tuition Reimbursement
Your key responsibilities:
You will greet customers, run the register, cashier, make purchase suggestions and sometimes work with our food program. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers.
Provide regular and predicable onsite attendance.
You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
You are good at:
Selling products to customers
Providing excellent customer care
Communication and friendly conversation
Performing at a quick pace while having fun
Working as part of a team to accomplish daily goals
Coming up with great ideas to solve problems
Thinking quickly and offering suggestions
Great if you have:
Retail and customer service experience
Sales associate or cashiering experience
High school diploma or equivalent
Motivation to advance in your career!
Willingness to learn and have fun!
Physical Requirements:
Ability to stand and/or walk for up to 8 hours
Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift
Occasionally lift and/or carry up to 60 pounds from ground to waist level
Push/pull with arms up to a force of 20 pounds
Bend at the waist with some twisting up to one hour a shift
Grasp, reach and manipulate objects with hands. This handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs
Hiring Range: $16.90 to $16.90
Circle K is an Equal Opportunity Employer.
The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process.
Click below to review information about our company's use of the federal E-Verify program to check work eligibility:
In English
In Spanish
$16.9-16.9 hourly 6d ago
Associate Client Service Representative
Corporation Service Co (AKA: CSC
Finance service representative job in Sacramento, CA
Sacramento, CA (Onsite)
Monday - Friday, 9:00am-6:00pm
Are you passionate about delivering exceptional service? Us too.
We're hiring a Client ServiceRepresentative for our Corporate Filing team. You'll work directly with our customers (other companies) and teams at CSC to provide solutions that help their business run smoother and smarter. Our Client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. CSC is a place where you're encouraged and expected to be your best.
We're a company of helpful people teaming up to make a difference in global business and our local communities. Passionate about service quality, giving back to the community, and devoted to continuous improvement, CSC is the business behind business.
Some of the things you'll be doing:
Build relationships with our clients to better understand their unique needs and concerns
Research, analyze, review, and process legal documents
Fulfill requests and answer questions for internal and external customers via phone or electronically
Provide excellent customer service to both internal and external clients
Manage customer portfolios and organize workflow to meet customers' time frames and demands
Data entry of client information, electronic filing, and retrieval of documents
Navigate between multiple databases quickly and accurately
Recommend process improvements where applicable
Maintain and grow existing customer business by providing outstanding service and by recognizing and proactively offering appropriate services
What technical skills, experience, and qualifications do you need?
At least 5 years of experience working in a business to business customer service or administrative capacity
Energetic self-starter who thrives in a fast-paced, team-oriented environment
Attention to detail and accuracy
Strong research skills
Strong prioritization and time-management skills
Flexibility and agility, with the ability to multitask
Problem-solving skills
Strong computer skills and proficiency in MS Office, Word, and Excel
Excellent verbal and written communication skills
Salesforce experience a plus
Candidates for this position must be eligible to work without sponsorship. Time on-site or time zone may be necessary based on business need.
At CSC, compensation decisions are dependent on a number of factors including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $34,776 to $53,480.
#CSC
#CSCCareers
$34.8k-53.5k yearly 6d ago
Customer Service Representative
Chevron Stations, Inc.
Finance service representative job in Lincoln, CA
Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. Maintain neat appearance and good personal hygiene in compliance with CSI image standards. Support and follow established safety, security, quality Customer ServiceRepresentative, Customer Service, Representative
$32k-41k yearly est. 6d ago
Customer Service Representative
Chevron Corporation 4.8
Finance service representative job in Lincoln, CA
**Excited to grow your career?**
At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus.
_People First, Excellence Always_
**Job Expectations:**
+ Maintain courteous, professional contact with co-workers, customers, vendors, and community at large.
+ Maintain neat appearance and good personal hygiene in compliance with CSI image standards.
+ Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately.
+ Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process.
+ Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures
+ Follow federal law and company standards on carding customers for all age restricted products sold at the stations.
+ Work professionally with vendors and contractors.
+ Regular and punctual attendance is expected.
+ Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products
**Essential Functions:**
+ Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact.
+ Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment.
+ Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently.
+ Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable.
+ Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed.
+ Actively promote store specials and other marketing programs.
+ Cross-check price of delivered goods for accuracy.
+ Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store.
+ Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only)
+ May perform other duties as assigned by management.
**Requirement/Qualifications:**
+ Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters.
+ Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays.
+ Strong attention to detail.
+ Ability to handle challenging situations professionally and exercise exceptional judgement.
+ Ability to work both independently and in team settings.
+ Must possess required up-to-date food handling certificates, as required by law (in specific locations only).
+ Cooking/Restaurant experience preferred
**Supervisor Responsibilities:**
+ This position has no supervisory responsibilities
**Travel:**
+ Rare, limited to required training and coverage for nearby stations.
**Physical Demands Include but are not limited to:**
+ Ability to stand and walk for long periods of time on hard and uneven surfaces.
+ Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds.
+ Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity.
+ Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment.
+ Periodic exposure to all outdoor conditions during daylight hours.
+ Moderate exposure to walk-in coolers and freezers at 34 F or lower.
+ Frequent handwashing and attention to personal cleanliness standards.
Must be at least 18 years of age or older to work in California and Oregon locations.
Must be at least 21 years of age or older to work in Washington locations.
Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am.
Must be at least 21 years of age or older to work in Management positions.
· Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers.
· The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law.
USA based job position
Visas will not be granted
Benefits:
· Full-time & Part-time shifts available
· Direct Deposit with competitive weekly pay
· Health & Wellness packages available for purchase
· Education reimbursement program
· Shift Differential Pay for select shifts and job titles
· Management Bonus Program
· Loyalty Service time Program
· Commuter benefit Program
Compensation Range:
$19.00 - $20.00
Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation.
We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
Chevron Stations Inc. (CSI) are Chevron-owned and operated stations located throughout California, Oregon, and Washington. We have more than 3,000 employees in about 300 stations.
CSI locations are the flagship for all 8,000+ Chevron retail stations across the U.S. Chevron Corporation uses the CSI sites to test new products and set the standards for all Chevron stations to follow.
Chevron is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
$19-20 hourly 6d ago
Relationship Banker - Folsom Area
Bank of America 4.7
Finance service representative job in Folsom, CA
Folsom, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (****************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
**Responsibilities:**
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
**Required Qualifications:**
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
**Desired Qualifications:**
- Experience in financialservices and knowledge of financialservices industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
**Minimum Education Requirement:**
- High School Diploma / GED / Secondary School or equivalent
_The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator_
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$32k-37k yearly est. 3d ago
Arborist Sales Representative
Bartlett Tree Experts 4.1
Finance service representative job in Sonoma, CA
Responsible for all areas of sales within a defined territory, including selling, marketing, customer service, administration, production, and training. Meet with existing and potential residential and commercial clients daily to evaluate their tree Sales Representative, Arborist, Sales, Representative, Client Relations
$59k-111k yearly est. 6d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Finance service representative job in Sacramento, CA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$72k-121k yearly est. Easy Apply 60d+ ago
Full Time Customer Service Officer - $22.66/hr (#726)
Sunstates Security 3.8
Finance service representative job in Sacramento, CA
Become part of one of the largest and fastest-growing privately held security companies in the U.S! Since 1998, Sunstates Security has built a national reputation for delivering exceptional services while fostering high-quality work environments for our team. We are dedicated to hiring, developing, and retaining a professional workforce that reflects our commitment to excellence.
We believe in strategic reinvestment in our people by offering a benefits package that exceeds industry standards, pathways for career advancement, extensive internal training, and employee recognition programs. Our team members are provided with the tools, knowledge, and hands-on management support necessary for long-term success.
Our commitment to a superior workplace culture is reflected in our most recent national accolades. Sunstates Security is proud to be recognized as a 2026 Forbes Dream Employer, an honor based on independent employee feedback and workplace excellence. Additionally, we have been named a 2026 Training MVP by Training Magazine, marking the third consecutive year we have accepted this prestigious recognition. We also continue to be celebrated for our steady growth and stability on the Inc. 5000 list of America's fastest-growing private companies.
At the heart of everything we do are our core values of honor, integrity, and trust. If you are searching for a rewarding career with a proactive security partner that protects some of the country's leading organizations, we invite you to explore the possibilities at Sunstates Security. Join a successful, growing team where your talent is appreciated and have opportunities to advance your professional career.
Job Skills / Requirements
HIRING IMMEDIATELY
Sunstates Security is hiring a Full Time Customer Service Officer in the surroundings areas of Sacramento, CA area, with a pay rate of $22.66/hr, paid weekly.
Schedule:
Thursday to Monday
10:00 PM- 6:00 AM
Includes a positive work environment with the following benefits:
Commute-friendly location
Extensive industry training
Advancement opportunities
Requirements:
CA Guard Card/ 40-hour Certificate preferred
CPR Card
To be considered, only those applicants who have submitted their most recent applications/resumes will be reviewed.
Successfully complete Sunstates background check which includes a 10 Panel Drug Screen and the clients more extensive background check
Must be 21 years of age or older with a valid driver's license, a clean driving record, and more than 3 years of driving experience
Responsibilities:
Provide exceptional customer service by upholding our standards in a friendly, professional, and courteous manner.
Conduct exterior and interior patrols of multiples building at a given time.
Ability to answer questions in a timely and professional manner for corporate employees and visitors.
Natural composure and an infectious attitude towards arising issues with the ability to adapt quickly and develop practical solutions with minimal supervision.
Prepare all required written reports in an ongoing and timely manner, including but not limited to: Daily Activity Reports (DAR's) and Incident Reports.
Ability to use Technology in a proficient way using platforms like Slack, & Emails.
Operating phones, radios, and computer systems and applications such as MAC IOS, Microsoft Office 365, and Google Suites
Monitoring Closed Circuit Television (CCTV) and alarm panels for emergencies and potential issues
Following site specific post orders, pass down messages, and being in compliance with employee handbook guidelines at all times
Conduct interior and exterior patrols within an office, and industrial complex
A Security Officer may perform a multitude of duties as specified by the Post Orders and Standard Operating Procedures (SOP). The Security Officer will read and become extremely knowledgeable of Post Orders and SOP, and will be able to act quickly and efficiently according to such directives.
Education Requirements (All)
High School diploma or equivalent
Certification Requirements (All)
CA Guard Card
Additional Information / Benefits
The Sunstates customizable benefits package includes the following minimum components:
Affordable Care Act compliant Medical Benefits Program
Dental Insurance Program
Free Life Insurance
Disability Insurance
Paid Time Off & Bereavement Leave
Paid Holidays
Direct Deposit or Pay Cards
Employee Incentives
Referral Bonuses
Employee of the Month Award
Education Reimbursement
Service Awards
Employee Involvement Initiatives
Management Mentoring and Support
Career Advancement
401K program
Only candidates who meet our rigorous employment standards and who are excellent matches for open positions (as personally verified by Site Managers) are invited to join our security team. We are proud to be an Equal Opportunity Employer and supporter of our military veterans!
Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Short Term Disability, 401K/403b Plan, Educational Assistance
This is a Full-Time position 3rd Shift, Weekends.
$22.7 hourly 27d ago
Part Time Associate Banker Sierra Mountain Roseville (30 hours)
Chase 4.4
Finance service representative job in Roseville, CA
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
$46k-95k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Villara 4.0
Finance service representative job in McClellan Park, CA
Shift: Day (8:00 a.m. - 5 p.m.) Schedule: Monday through Friday, with occasional weekends as workload dictates - remote work is not available. The Customer ServiceRepresentative (CSR) is the first point of contact for customers and builders, handling heavy telephone and email traffic with professionalism and urgency. This role ensures accurate scheduling, superior communication, and proactive customer engagement that reflects Villara's commitment to service excellence. A successful CSR is energetic, proactive, reliable, and passionate about creating outstanding customer experiences.
Technical Responsibilities of the Job
• Create, update, and manage customer and builder work orders in ServiceTitan with accuracy and attention to detail.
• Book, reschedule, and confirm appointments for service and installation with appropriate time allotments.
• Support field technicians and supervisors by ensuring up-to-date work order information and clear communication.
Handle a high volume of inbound and outbound calls, emails, and web inquiries.
• Provide consistent, professional communication with internal and external customers.
• Make outbound “happy calls” to confirm satisfaction and educate customers on available programs or promotions.
• Identify customer needs and proactively offer promotional items, extended warranties, or membership opportunities.
• Resolve customer issues to mutual satisfaction, escalating as needed while maintaining professionalism.
• Maintain Lean work area standards and contribute to process improvements.
• Other duties as assigned.
Behavioral Responsibilities of the Job
• Exhibit exceptional communication, empathy, and professionalism in all interactions.
• Demonstrate initiative and self-leadership - take ownership of results without waiting for direction.
• Manage multiple priorities efficiently while maintaining composure and accuracy.
• Maintain a positive, team-oriented mindset and contribute to a supportive work environment.
• Embrace feedback, learning, and growth opportunities.
• Show enthusiasm for promoting Villara's mission and representing the brand.
• Display resilience and confidence when handling customer rejections or difficult calls.
• Be punctual, reliable, and accountable for personal performance.
Leadership Responsibilities
• Lead by example through professionalism, integrity, and accountability.
• Support peers by sharing knowledge and best practices.
• Actively participate in continuous improvement and Lean initiatives.
• Seek to exceed expectations - go beyond what is asked to ensure team success.
Training/Certification
• Minimum of 1 year in a customer service or administrative role
• Typing 45+ WPM
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
• Familiarity with ServiceTitan or similar dispatch/scheduling software preferred
• Demonstrated customer service and persuasive communication skills
Education
High School Diploma or GED
Individuals must be able to physically:
All physical requirements are noted on the Physical Requirements document.
Working conditions and management style:
Self-management is critical to success - arriving on time, staying on task, asking for assistance when needed etc.
Performance Standards:
• Maintain a professional attitude and image in all interactions.
• Adhere to attendance, punctuality, and conduct standards.
• Meet or exceed department KPIs, including: - Call booking percentage - Customer satisfaction scores - Memberships sold/renewed - Schedule accuracy and call handling time
• Contribute to a positive, solution-oriented work environment.
Finance service representative job in Sacramento, CA
About the Role
Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits
Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules
Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management
Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly
Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien)
Knowledge of the Preliminary Notice and Lien Release process within various States.
Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time.
Here's a Snapshot of How You'll Contribute to Our Team
Strong attention to detail with proven time management, planning & organisation skills
Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values
Self-motivated, results driven and strong problem-solving skills
Great attention to detail with the ability to prioritise tasks and meet deadlines
Excellent interpersonal and communication skills - oral and written
Excellent multitasking and analytical skills
Who We're Looking For
Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset.
2+ years related experience
Excellent computer skills for word processing and excel spreadsheet analysis
Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner
Ability to work with difficult customers and resolve problems and issues
Occasional travel to the US may be required
Why Choose ICONIX?
This is a place where you will be empowered to do your best work.
We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered.
Base Pay: $29.75 - $34.50 per hour
Employee Incentive Plan (Annual Bonus)*
Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays)
Flexible health benefit plans (medical, dental, vision, ancillary)
401(k) plan with employer matching
Education assistance
Professional development
Scholarship program
Flexible work arrangements
Referral bonuses
Employee discount programs
Comprehensive employee assistance program
*For eligible employees.
Ready to build your career and realize your full potential? Apply now and join the flow! #IWW
ICONIX. Real People. Real Service. Real Solutions.
ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks.
Working at ICONIX Means Being Part of a Greater Organization
ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group.
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$29.8-34.5 hourly Auto-Apply 11d ago
Commodity Trader
Taiga Building Prod
Finance service representative job in Rocklin, CA
Taiga Building Products has a full-time, permanent opportunity at our Rocklin branch for a Commodity Trader. As a key member of the Commodity team, the Trader will report directly to the Management Team. We are looking for a competitive, entrepreneurial, assertive, and professional team player to join our growing team.
OUR COMPANY:
We are an established international wholesale distributor of building products, with branches across Canada and the U.S. With over 50 years of reliable service, we are a publicly listed company on the TSX, offering competitive compensation and a full benefits package.
MAIN RESPONSIBILITIES & DUTIES:
* Being extremely competitive, a visionary in their select market and area of expertise
* Establish, grow and maintain close and effective relationships with key customers and suppliers.
* Market penetration through existing contacts and assertive and quickly develop new contacts
* Have the product / industry knowledge and ability to identify opportunities for customers, (alternative more economical / efficient products to suit their needs)
* Ability to work with branches and procurement to enhance synergies.
* Customer service with product information and after-sales service (shipping information/tally revisions/claim processing)
* Strong personality for dealing with difficult situation
* Nimble in the approach, "outside the box thinking"
* Prepare various internal paperwork and reports
* Proven track record of targeting and growing accounts
* Attend periodic meetings and trade shows as required.
SKILLS & QUALIFICATIONS:
* Preferred - 3-5 years Lumber trading and/or buying experience
* Proven record delivering superior customer service
* Strong relationship-building skills
* Able to meet and exceed performance targets
* Inventory - Ability to manage inventory turnover and aged inventory.
* Full Cycle Accountability - Responsible for the whole cycle of sales including claims and inventory management.
* Considerable experience making profit-based decisions based on the weight of all factors
* Microsoft Office proficiency
* Excellent verbal and written communication skills
* Professional and polished in appearance.
COMPENSATION:
* Annual Salary: $ 90K to $100K plus (based on experience and qualifications)
* Comprehensive benefits package including medical, dental, and company-matched 401(k)
* Paid time off and holidays
* Discretionary Bonus Program
* Opportunities for growth within a stable, growing company
HOW TO APPLY?
If you're eager to contribute to a growing team and ensure operational efficiency, we encourage you to apply with your resume, referencing " Commodity Trader - Rocklin " to ******************** . Only candidates selected for an interview will be contacted.
WHY WORK FOR TAIGA?
Equal opportunity employer, leading wholesale distributor of building products within North America! Check us out at **********************
Application Deadline:
Posting date: December 8, 2025
City: Rocklin
Prov/State: California
$90k-100k yearly Easy Apply 22d ago
Part Time Associate Banker Sacramento East (30 hours)
JPMC
Finance service representative job in Elk Grove, CA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
$51k-105k yearly est. Auto-Apply 60d+ ago
Dealer Automotive Sales Representative/Finance
Alpha Motorsports of Sacramento Inc.
Finance service representative job in Sacramento, CA
Job DescriptionBenefits/Perks
Careers Advancement Opportunities
Flexible Scheduling
Competitive Compensation
We are looking for a high-performing Dealer Automotive Sales Representative/Finance to join our successful dealership. If you have a proven track record of sales experience/Finance and fantastic communication skills, we want to hear from you. As an Dealer Automotive Sales Representative/Finance you will grow our customer base by identifying potential customers, keeping in touch with existing customers, and making sure that everyone has a positive purchasing experience. You will greet guests and build rapport, answer questions about vehicles, and facilitate test drives. Mentorship programs, ongoing education. This is a great opportunity for someone with strong interpersonal skills and sales experience.
Responsibilities
Greet customers as they arrive at the dealership
Create a professional environment that builds rapport and puts customers at ease
Answer customer questions about new and used cars, vehicle specifications, and the loan application process
Use CRM software to maintain a customer database you will use to drive automotive sales
Conduct test drives and demonstrate vehicle features
Use strong negotiation skills to complete the sales process while maintaining a high level of customer satisfaction
Qualifications
High school diploma or GED equivalent is required; a bachelors degree is preferred
Valid state-issued drivers license and clean driving record are required
Prior sales experience in a dealership or showroom setting is preferred
Excellent communication and negotiation skills
Ability to manage time and serve customers with little supervision
Benefits
. Medical
. Dental
. Vision
Finance service representative job in Sacramento, CA
TITLE: FINANCIAL ADVISOR STATUS: EXEMPTREPORTS TO: MANAGER - INVESTMENT SERVICESDEPARTMENT: INVESTMENT SERVICESJOB CODE: 3201 PAY RANGE: $68,640.00 ANNUALLY $90,000.00 during the Territory Building Period ((2) full production years) $68,640.00 following the Territory Building Period.
General Description:
Meet with Credit Union members to advise, develop, recommend, implement and monitor financial planning and investment products and services. The primary products utilized are mutual funds, annuities, 529 plans and life insurance.
Tasks, Duties and Functions:
Meet with members to mutually define their personal and financial goals, needs and priorities for the development of individual financial plans.
Introduce non-deposit investment and insurance products maintaining compliance standards set forth by the NASD, SEC and current broker dealer's compliance officer.
Maintain a thorough understanding of state and federal laws and regulations related to
credit union compliance including bank secrecy and anti money laundering laws appropriate to the position.
Develop, maintain and update member-client information and files in an accurate and compliant manner.
Conduct member-client portfolio reviews on a periodic basis.
Meet with assigned branch managers and staff on a regular basis to educate on referral opportunities and to encourage referral activity.
Work with the Education Department to conduct investment related workshops for management, staff, and/or members.
Keep up to date and knowledgeable of current investment products offered through our broker/dealer.
Complete and submit weekly activity reports, annual marketing and business plans, quarterly business plan reviews and other reports as assigned on a timely basis.
Answer general questions from members in regard to investment and credit union products and services.
When appropriate promote cross-referrals or cross-sales of credit union products.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OFTHESE TASKS:
Sufficient manual dexterity to skillfully operate an on-line computer terminal, financial calculator, and other standard office equipment, including, but not limited to an adding machine, facsimile machine, and telephone.
Effective oral and written communications skills to make presentations and discuss products and services.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
INTERNAL: Management group and staff.
EXTERNAL: Members, non-members, Securities Dealers, Insurance carriers, various vendors and Credit Union league personnel.
QUALIFICATIONS:
EDUCATION: Bachelors of Arts degree is desired or equivalent experience in the personal investment field.
EXPERIENCE: Three years of experience in the sales and delivery of personal investment products and services with at least one year experience in a financial institution.
KNOWLEDGE/SKILLS: Personal computer, oral and written communication skills, organizational skills, knowledge of credit union rules, regulations and policies, knowledge of Microsoft Outlook, Word, Excel, and Access, member relations skills, ten key, HP Calculator, and Facsimile machine skills.
PHYSICAL REQUIREMENTS:
Prolonged sitting throughout the workday.
Normal corrected vision and hearing range. A telephone device to enhance hearing will be provided if needed.
Frequent travel.
REQUIRED LICENSES/CERTIFICATIONS
California Insurance Licenses: Life & Disability.
FINRA license 7 and 66 registration
Long Term Care License
Financial Planning / Wealth Management Designation or obtained within two (2) years : CFP, CWS, ChFC, AIF, AAMS, CWM, WMS, CWMS, MFP, MCEP
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
REV. 1/9/2026
$68.6k-90k yearly 15d ago
Financial Services Representative State Farm Agent Team Member
Shoua Lee-State Farm Agent
Finance service representative job in Folsom, CA
Job DescriptionBenefits:
Opportunity for advancement
Paid time off
Training & development
401(k)
ROLE DESCRIPTION: As an FinancialServicesRepresentative State Farm Agent Team Member for Shoua Lee - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Promote successful and long-lasting customer relations.
QUALIFICATIONS:
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Experience managing client relationships is preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal, and listening
Dedicated to customer service
Able to anticipate customer needs
Able to effectively relate to a customer
BENEFITS:
Paid time off (holidays and personal/sick days)
Salary plus commission/bonus
Growth potential/opportunities for advancement within my agency
$32k-51k yearly est. 19d ago
Financial Services Representative - State Farm Agent Team Member
Aaron Williams-State Farm Agent
Finance service representative job in Folsom, CA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Paid time off
ROLE DESCRIPTION: As a life insurance sales representative with the Dr. Aaron Williams State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable customer resource and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice based on life insurance.
Assist clients with portfolio management and asset allocation in the category of life insurance.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with regulations.
QUALIFICATIONS:
1+ years of experience in life insurance sales
Strong analytical and communication skills.
Life Insurance licensed
$32k-51k yearly est. 16d ago
Part Time Associate Banker San Joaquin - Brentwood, Antioch Area (30 hours)
Jpmorgan Chase & Co 4.8
Finance service representative job in Antioch, CA
JobID: 210629050 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Oakley,CA $22.50-$27.60; Antioch,CA $22.50-$27.60; Brentwood,CA $22.50-$27.60; Bay Point,CA $22.50-$27.60 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.
$26k-50k yearly est. Auto-Apply 21d ago
Operational Branch Services Officer
Westamerica Bank 3.6
Finance service representative job in Sacramento, CA
Job DescriptionDescription:
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals:
Delivering a wide variety of financialservices with a superior customer service guarantee.
Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products.
Weekly Working Hours: 40
Essential Functions:
Customer Service
Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference)
Adhere to QIS standards minimum 95%.
Actively contributes to team success through clear, effective communication with Co-workers.
Make outbound service or sales calls via telephone and written correspondence as directed by CSM.
Sales Support
Meets goal of $110/FTE per month on average.
Assist CSM with internal sales activity for new product and service referrals.
Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts.
Cross sell appropriate products and services to clients and prospects.
Contributes to Key Initiatives.
Decision Making and Accountability
Exercise sound judgment to protect Bank assets and control losses.
Assist CSM with Audit readiness of branch.
Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
Coach / train staff.
Meet attendance guidelines.
Respond well to constructive feedback and work to correct any noted concerns.
Support CSM with teller line coverage and schedules.
Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault.
Security
Adhere to Control Consciousness policies and procedures.
Follow branch security procedures in opening, closing, and branch operations.
Transaction Accuracy
Meet established standards for accuracy and compliance with policies and procedures.
Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits
Compliance Responsibilities
Complete regulatory tutorials to ensure understanding of compliance standards & expectations.
Answer regulatory questions correctly during Audit/Branch Review.
Promotional Guidelines:
BSO's are eligible for promotion based upon the following minimum criteria:
Must be in current position for six months.
Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria.
Must not have been on counseling for same six-month period.
Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category.
CSM may require additional training/classes based upon specific branch need.
Work Environment:
The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.
Equipment Used To Perform Functions:
10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment.
Decision Making: (Give examples of decisions and recommendations made by incumbent)
Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation.
Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction.
Requirements:
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
Good customer relations and basic math skills required.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.
MENTAL DEMANDS:
Accurately count and dispense funds to customer.
Recognize opportunities to cross-sell products.
Respond positively to challenging customers.
Maintain established service standards.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
$41k-56k yearly est. 21d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Woodland, CA?
The average finance service representative in Woodland, CA earns between $26,000 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 Woodland, CA