Financial Services Specialist
2 weeks ago
We are seeking a highly skilled Financial Services Representative to join our team at Monterra Credit Union. As a key member of our organization, you will be responsible for providing exceptional member service and promoting our financial products and services.
Key Responsibilities:- Develop and maintain a broad knowledge of financial products and services to effectively meet member needs.
- Collaborate with internal teams to provide outstanding member service and support.
- Identify and pursue opportunities to promote our financial products and services to members.
- Strong knowledge of financial products and services.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Financial Services Specialist
3 weeks ago
Redwood City, California, United States Monterra Credit Union Full timeFinancial Services RepresentativeWe are seeking a skilled Financial Services Representative to join our team at Monterra Credit Union.Key Responsibilities:Develop and maintain a broad knowledge of financial products and services.Provide outstanding member service both internally and externally.Collaborate with colleagues to achieve organizational...
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Financial Assistance Specialist
3 weeks ago
Redwood City, California, United States Monterra Credit Union Full timeJob SummaryWe are seeking a highly skilled Financial Assistance Specialist to join our team at Monterra Credit Union. As a key member of our financial services team, you will be responsible for collecting on delinquent loans and providing exceptional service to our members.Key ResponsibilitiesInitiate telephone contact with members who are 11 days past due...
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Financial Planning and Analysis Specialist
2 weeks ago
Redwood City, California, United States Chan Zuckerberg Initiative Full timeJob Title: Financial Planning and Analysis SpecialistAt the Chan Zuckerberg Initiative, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our Finance team, you will play a critical role in providing financial analysis and planning support to our leadership team.Key Responsibilities:Develop and...
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Financial Assistance Specialist
3 weeks ago
Redwood City, California, United States Monterra Credit Union Full timeJob SummaryWe are seeking a highly skilled Financial Assistance Specialist to join our team at Monterra Credit Union. As a key member of our collection team, you will be responsible for delinquent loans and ensuring timely payments from our members.Key ResponsibilitiesInitiate telephone contact with members who are 11 days past due on their loansMonitor past...
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Janitorial Services Specialist
2 weeks ago
Redwood City, California, United States Flagship Facility Services Full timeJob SummaryFlagship Facility Services is seeking a highly motivated and detail-oriented Janitorial Services Specialist to join our team. As a Janitorial Services Specialist, you will be responsible for maintaining a clean and safe environment for our clients. This includes cleaning and sanitizing surfaces, emptying trash and recycling, and restocking...
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Financial Services Representative
3 weeks ago
Redwood City, California, United States Monterra Credit Union Full timeJob Title: Financial Services RepresentativeWe are seeking a highly skilled and experienced Financial Services Representative to join our team at Monterra Credit Union. As a key member of our team, you will be responsible for providing exceptional member service, handling cash transactions, and promoting our financial products and services.Key...
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Financial Services Representative
4 weeks ago
Redwood City, California, United States Monterra Credit Union Full timeJob Title: Financial Services RepresentativeWe are seeking a highly skilled and experienced Financial Services Representative to join our team at Monterra Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional member service, handling cash transactions, and promoting our financial products and services.Key...
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Janitorial Services Specialist
2 days ago
Redwood City, California, United States Flagship Facility Services Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Janitorial Services Specialist to join our team at Flagship Facility Services. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and organization of our office environments.ResponsibilitiesEmpty waste baskets and replace liners as...
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Financial Services Representative
4 weeks ago
Redwood City, California, United States Monterra Credit Union Full timeJob Title: Financial Services RepresentativeWe are seeking a highly skilled and experienced Financial Services Representative to join our team at Monterra Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional member service, handling cash transactions, and promoting our financial products and services.Key...
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Financial Services Representative
3 weeks ago
Redwood City, California, United States Monterra Credit Union Full timeJob SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Monterra Credit Union. As a key member of our team, you will be responsible for providing exceptional member service, handling cash transactions, and promoting our financial products and services.Key ResponsibilitiesProvide prompt, courteous,...
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Financial Assistance Coordinator
1 week ago
Redwood City, California, United States Monterra Credit Union Full timeKey ResponsibilitiesCollect on a wide variety of consumer loan products with a minimum of one year of experience.Have a working knowledge of the Fair Debt Collection Act.About the RoleMonterra Credit Union is seeking a collaborative team member who thrives in a dynamic environment. As a Financial Assistance Specialist, you will work closely with our members...
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Financial Planning Specialist
3 weeks ago
Redwood City, California, United States Kaiser Permanente Full timeJob SummaryKaiser Permanente is seeking a highly skilled Financial Planning and Analysis Manager to join our team. As a key member of our finance leadership team, you will be responsible for providing strategic financial guidance and support to our medical center operations.Key ResponsibilitiesDevelop and implement financial models to drive business...
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Financial Planning Specialist
3 weeks ago
Redwood City, California, United States Kaiser Permanente Full timeJob Summary:In this senior individual contributor role, you will serve as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and/or specialty care departments. Your responsibilities will include providing operational and financial reporting, analysis, and consultation in...
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Financial Planning Specialist
5 days ago
Redwood City, California, United States Kaiser Permanente Full timeJob Summary:In this senior individual contributor role, you will serve as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and/or specialty care departments. Your responsibilities will include providing operational and financial reporting, analysis, and consultation in...
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Financial Planning Specialist
2 weeks ago
Redwood City, California, United States Chan Zuckerberg Initiative Full timeJoin the Chan Zuckerberg Initiative TeamThe Chan Zuckerberg Initiative is a philanthropic organization dedicated to advancing human potential and promoting equity in society. We are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team in Redwood City, CA.About the RoleThis is a newly created role that will provide...
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Financial Planning Specialist
5 days ago
Redwood City, California, United States Kaiser Permanente Full timeJob Summary:In this key role, you will serve as a financial and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and/or specialty care departments. You will provide operational and financial reporting, analysis, and consultation in support of organizational strategic goals. This includes providing...
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Financial Planning Specialist
5 days ago
Redwood City, California, United States Chan Zuckerberg Initiative Full time{"title": "Financial Planning and Analysis Manager", "description": "Join Our TeamAt the Chan Zuckerberg Initiative, we're committed to building a more inclusive, just, and healthy future for everyone. Our mission is to accelerate progress toward our goals by pairing technology with grantmaking, impact investing, and collaboration.We're seeking a highly...
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Financial Services Manager
4 weeks ago
Redwood City, California, United States Swickard Auto Group Full timeJob Title: Finance ManagerAt Swickard Auto Group, we're revolutionizing the car-buying experience with hospitality. We're seeking a highly skilled Finance Manager to join our team.Responsibilities:Financing and Loan Processing: Meet with customers to discuss financing options, assess creditworthiness, and negotiate loan terms.Product Presentation and Sales:...
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Financial Services Associate
5 days ago
Sunnyside-Tahoe City, California, United States BMO Financial Group Full timeJob DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Associate. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their needs.Key...
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Personal Banker
6 days ago
Redwood City, California, United States PNC Financial Services Group Full timeJob SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at PNC Financial Services Group. As a Personal Banker, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key ResponsibilitiesAcquire and deepen the branch customer base...