Financial Services Representative
5 days ago
Bank of America is seeking a talented and motivated individual to join our team as a Relationship Banker. As a key member of our financial center team, you will play a critical role in building strong relationships with clients, helping them achieve their financial goals, and delivering exceptional customer service.
About YouWe are looking for an enthusiastic and highly motivated self-starter who is passionate about delivering an exceptional client experience. As a successful candidate, you will have excellent communication skills, be able to work independently and as part of a team, and be confident in identifying solutions for new and existing clients based on their needs.
Responsibilities- Engage clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
- Accurately and efficiently process cash transactions for clients as needed.
- Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
- Connect clients to solutions that meet their financial goals.
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives.
This role is compensated with a base salary and is not incentive eligible. Pay range $24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set. This role is currently benefits eligible, with access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Financial Services Representative
3 weeks ago
San Francisco, California, United States Security National Life Full timeAt Security National Life, we pride ourselves on offering a range of final expense products to families in need. As a Financial Services Representative, you will play a crucial role in helping us achieve our goal of providing financial security to those who need it most.We are seeking an experienced and motivated individual to join our team as a Financial...
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Financial Services Representative
3 weeks ago
San Bernardino, California, United States OneMain Financial Full timeEmpower customers by providing access to friendly, fast, and affordable financing for life's expenses as a Consumer Loan Sales Specialist at OneMain Financial. Learn the lending and servicing business, allowing you to grow your career and develop new relationships with customers throughout the loan process and loan life cycle.In This RoleDeliver results...
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Financial Services Representative
3 days ago
San Jose, California, United States GAEL Rodriguez Insurance Agency Full timeRole OverviewThe GAEL Rodriguez Insurance Agency seeks a skilled Financial Services Representative to join our team. This role involves providing exceptional customer service and support to clients, while promoting financial products and services.Key Responsibilities:Build and maintain strong relationships with clients, understanding their financial goals...
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Financial Services Representative
3 weeks ago
San Francisco, California, United States Oportun Full time**What We Offer**We are proud to offer a competitive salary range of $20.00 - $23.50 per hour for our Full-Time Customer Service Representatives. In addition to a comprehensive benefits package, you will have the opportunity to positively impact your community through our inclusive culture and growth opportunities.
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Financial Services Representative
6 days 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...
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Financial Services Representative
3 weeks ago
San Francisco, California, United States San Francisco Federal Credit Union Full timeSan Francisco Federal Credit Union (SFFedCU) is a highly successful financial institution with over 43,000 members and assets surpassing $1.3 billion.About the RoleThe Branch Services Representative serves as the liaison between members and the Credit Union, providing a variety of services such as opening new accounts, processing loans, and offering...
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Financial Services Representative
3 weeks ago
San Jose, California, United States The Plus Group Full timeAbout The Plus Group">We are a well-established financial institution dedicated to providing excellent services to our customers. Our team is committed to excellence and we are looking for talented individuals like you to join us.">Salary: $22 - $25/hour">As a Financial Services Representative, you will be responsible for processing customer transactions...
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Financial Services Representative
3 weeks ago
San Francisco, California, United States Bank of America Full timeCompany OverviewWealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With a strong presence in the global market, we specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment...
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Financial Services Representative
8 hours ago
San Francisco, California, United States ABM SERVICES Full timeKey Responsibilities:The successful Billing Specialist will be responsible for:Creating and sending invoices to clients in a timely mannerReconciling accounts and resolving any discrepanciesCommunicating with clients and internal teams to ensure accurate billingMaintaining organized billing files and recordsWe offer a competitive salary range of $40,000 -...
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Financial Services Representative
3 weeks ago
San Mateo, California, United States Golden 1 Credit Union Full timeCompany Overview">Golden 1 Credit Union is a not-for-profit financial cooperative that has been serving the community for over 80 years. Our mission is to provide our members with the highest level of service available in an efficient and courteous manner.">Job Description">We are seeking a highly motivated and detail-oriented Financial Services...
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Financial Services Representative
5 days ago
San Pablo, California, United States Community Choice Financial Family of Brands Full timeOur company, Community Choice Financial Family of Brands, has been serving customers since 1997. As a Cash Handling Specialist, you will be part of a team that prioritizes exceptional customer service and operational efficiency. We are looking for an experienced individual to fill this role and contribute to our continued success. This position offers a...
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Financial Services Specialist
5 days ago
San Francisco, California, United States SS&C Technologies Full timeAbout the RoleSS&C Technologies is a global leader in providing innovative financial services and technology solutions. As a Sales and Marketing Representative, you will play a critical role in driving business growth and expanding our customer base in the San Francisco area.In this position, you will utilize your sales expertise to identify new business...
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Financial Services Representative
1 week ago
San Francisco, California, United States Comerica Bank Full timePrivate Banking Associate II Position OverviewThe Private Banking Associate II is a key role in driving client experience goals at Comerica Bank. This position supports the Wealth Management and Banking team by delivering full-service banking operations.An effective candidate for this position will possess the ability to provide exceptional client services...
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Branch Services Representative
5 days ago
San Francisco, California, United States San Francisco Federal Credit Union Full timeAbout the RoleWe are seeking a highly skilled Branch Services Representative to join our team at San Francisco Federal Credit Union. The ideal candidate will possess excellent customer service skills, be able to work in a fast-paced environment, and have a strong understanding of financial products and services.Key ResponsibilitiesMaintain professional...
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Financial Freedom Consultant
3 weeks ago
San Diego, California, United States Meron Financial Agency Full timeUnlock Your Earning Potential as a Financial Freedom Consultant at Meron Financial AgencyWe're a leading firm committed to empowering individuals and businesses to achieve their financial goals.Becoming a successful Financial Freedom Consultant requires a combination of passion, drive, and strong communication skills. As a representative of Meron Financial...
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San Francisco, California, United States Equitable Advisors LLC Full timeCompany Overview">We are Equitable Advisors LLC, a respected wealth management firm dedicated to helping our clients secure their financial well-being. Our mission is to provide guidance and support in creating customized financial strategies tailored to their unique needs and goals.">Estimated Salary: $62,000 - $135,000 per year">As a Wealth Management...
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Financial Services Professional
2 weeks ago
San Diego, California, United States San Diego Financial Center Full timeOverviewWe are a dynamic team at San Diego Financial Center, passionate about delivering exceptional financial services to our clients. Our goal is to provide a comprehensive suite of services, catering to their diverse needs.Our team is dedicated to helping individuals prepare for and thrive in retirement, working collaboratively to achieve this mission.
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Financial Services Representative
5 hours 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...
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Customer Service Representative
7 days ago
San Francisco, California, United States Williams-Sonoma Full timeAbout UsWe are seeking a talented Customer Service Representative to enhance the quality of our customers' lives at home. Responsibilities: Provide exceptional customer service by engaging multiple clients at the cash wrap and creating a lasting impression. Accurately and efficiently perform register/POS transactions, sales, returns, exchanges, and ensure...
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Financial Services Coordinator
6 hours ago
San Francisco, California, United States Fountain Full timeWeDriveU, a trusted partner in transportation solutions, is seeking a Financial Services Coordinator to support our financial operations. Estimated salary: $65,000 - $85,000 per year.Responsibilities:You will be responsible for:Coordinating with vendors to resolve invoice inquiries and payment issues.Monitoring and maintaining accurate accounts payable...