Financial Services Representative
3 weeks ago
This Field Support Services Clerk position is a critical role within our organization, responsible for maintaining the integrity of our Cash Management database and ensuring accurate terminal activity.
We are seeking an individual with a strong background in financial services, excellent communication skills, and the ability to work independently.
Key Responsibilities:
- Maintain the Cash Management database and prepare daily customer cash orders.
- Monitor terminal activity to ensure adequate cash is on hand to meet daily requirements.
- Liaise with customers, Project Management, and Sales for cash services.
Requirements:
- At least 2 years of experience in a financial center environment.
- Cash Vault or ATM Balancing experience.
- Basic PC knowledge and MS Office proficiency.
- Excellent verbal and written communication skills.
- Self-motivated with good time management skills.
Benefits:
This position offers a competitive salary range of $50,000 - $65,000 per annum, plus additional benefits such as health insurance, retirement savings plan, and paid time off.
-
Financial Services Representative
3 weeks ago
San Diego, California, United States United Financial Full timeJob Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...
-
Financial Services Representative
4 days ago
San Diego, California, United States Fidelity Investments Full timeJob Title: Financial Services Representative">About the Role:">We are seeking a highly motivated and experienced Financial Services Representative to join our team in San Diego. As a representative, you will be responsible for providing exceptional customer service to high-net-worth clients, enhancing their relationships with Fidelity Investments.">The Ideal...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States California Credit Union Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at California Credit Union. As a Financial Services Representative, you will play a critical role in providing exceptional member service, processing loan applications, and promoting credit union products and services.Key...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States California Credit Union Full time**Job Title:** Financial Services RepresentativeWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at California Credit Union. In this role, you will be responsible for providing exceptional member service, processing loan applications, and promoting credit union products and services.**Estimated...
-
Financial Services Representative
4 weeks ago
San Diego, California, United States Security National Life Insurance Company Full timeJob DescriptionWe are seeking a highly motivated Financial Services Representative to join our team at Security National Life Insurance Company. As a key member of our sales team, you will play a crucial role in helping families protect their loved ones with final expense insurance plans.About the RoleThis is a full-time position that offers a competitive...
-
Financial Services Representative
3 weeks ago
San Diego, California, United States California Coast Credit Full timeJob Summary\We are seeking a highly motivated Financial Services Representative to join our team at California Coast Credit. This is an exciting opportunity for a results-driven individual who enjoys working in a fast-paced environment and providing exceptional customer service.\About the Role\As a Financial Services Representative, you will be responsible...
-
Financial Services Representative
7 minutes ago
San Diego, California, United States Global Financial Impact - Marco Esquivel Full timeCompany OverviewAt Global Financial Impact, we are a team of experienced professionals dedicated to helping clients and businesses achieve their financial goals. We act as liaisons between our clients and financial institutions, providing expert advice and solutions.
-
Customer Service Representative
2 weeks ago
San Francisco, California, United States BMO Financial Group Full timeAbout the RoleBMO Financial Group is seeking a Bilingual Customer Service Representative to join our team. In this role, you will be responsible for delivering exceptional service to customers and prospects, identifying their needs and providing advice on financial solutions.Salary InformationThe estimated annual salary for this position is $$65,200.00. This...
-
San Diego, California, United States Farmers Insurance Full timeJob Summary:Farmers Insurance is seeking a Life Insurance and Financial Services Representative to join our team. As a Financial Services Agent, you will work closely with existing agents to expand your book of business, tap into thousands of warm leads, and provide expert financial services support to agents and customers.The successful candidate will have...
-
Financial Services Representative
3 weeks ago
San Francisco, California, United States OneMain Financial Full timeAbout the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...
-
Part Time Financial Services Representative
2 weeks ago
San Diego, California, United States Ignite Human Capital Full time**Ignite Human Capital** is seeking a talented Part Time Financial Services Representative to join our team in Scripps Ranch, US. This role requires candidates with 18 months of financial institution or similar industry experience in a retail branch environment, including a minimum of 6 months opening new accounts.The ideal candidate will have strong...
-
Financial Service Representative
2 weeks ago
San Bernardino, California, United States OneMain Financial Full timeAbout the RoleAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in empowering customers by listening to their needs and offering tailored financial solutions.Key Responsibilities:Deliver exceptional results by meeting individual and branch...
-
Financial Consultant
2 weeks ago
San Diego, California, United States Meron Financial Agency Full timeUnlock Your Potential as a Financial ConsultantWe are seeking driven individuals who want to make a meaningful impact on people's lives as financial consultants. As a representative of Meron Financial Agency, you will have the opportunity to succeed while enjoying work-life balance.In this role, you will work closely with our team to provide exceptional...
-
Financial Services Specialist
3 weeks ago
San Diego, California, United States United Financial Full timeAbout the RoleThe Mortgage Loan Officer will play a critical role in helping clients achieve their homeownership goals. You will work closely with our sales team to identify opportunities and provide personalized support to clients throughout the loan process.This is an excellent opportunity for someone who is looking to build a career in financial services...
-
Financial Services Representative
2 days ago
San Diego, California, United States California Coast Credit Full timeWe are a forward-thinking credit union that prioritizes the financial well-being of our members. We strive to deliver exceptional service while fostering a positive work environment.Job ResponsibilitiesProvide outstanding customer service, ensuring timely and accurate processing of new accounts and loans.Maintain thorough knowledge of products and services,...
-
Financial Services Representative
3 days ago
San Diego, California, United States California Coast Credit Full timeAbout California Coast Credit UnionWe are a financial institution that prides ourselves on promoting financial prosperity to our members. Our goal is to continuously deliver exceptional service while cultivating relationships within the educational and business communities.Job DescriptionThis role is responsible for providing outstanding customer service...
-
Financial Services Representative
3 weeks ago
San Francisco, California, United States Hoiseth Agency Full timeWe are currently seeking a highly skilled Financial Services Representative to join our team at Hoiseth Agency. As a representative, you will be responsible for selling life insurance products to clients who are interested in purchasing these services.This is a remote position that offers the flexibility to work from home and enjoy a balanced lifestyle. Our...
-
Financial Services Representative
3 days ago
San Francisco, California, United States Symmetry Financial Full timeAbout Clarks Financial ServicesCFS provides a unique opportunity to work from home part-time or full-time, offering a flexible schedule that suits your needs. We provide training, support, and 1-on-1 mentorship to our agents, helping you grow and succeed in your career.Salary and BenefitsFull-time agents put in 5-10 hours on the phone, 10-20 hours running...
-
San Bernardino, California, United States Community Choice Financial Family of Brands Full timeOverviewAt Community Choice Financial Family of Brands, we're dedicated to providing top-notch financial services to our diverse customer base. As a Customer Service Representative, you'll play a vital role in building lasting relationships with our customers, offering a wide range of products and services that cater to their ever-changing financial...
-
Financial Services Representative
3 weeks ago
San Diego, California, United States Edward Jones Full timeCompany OverviewEdward Jones is a leading financial services firm that values its associates and clients. We are committed to providing exceptional service and helping our clients achieve their long-term financial goals.SalaryThe estimated salary for this role is between $23,250 and $30,190 per year, depending on experience and location.Job DescriptionAs a...