Financial Services Representative
5 days ago
The Financial Service Representative is a key member of our team at North Island Credit Union. This role is responsible for providing exceptional member service, sales, and support to meet the financial needs of our members.
Key Responsibilities- Member Experience: Develop and maintain strong relationships with members by providing high-quality sales and service, identifying their financial needs, and assisting them in selecting the appropriate financial products and services.
- Opens New Accounts: Explain account types, products, and services to members, interview members to determine the best product or service, and comply with all positive identification regulations for establishing new account holders.
- Originates and Funds Consumer Loans: Recommend products and services to members, conduct interviews to determine loan requests, and cross-sell consumer loan protection products and services.
- Business Development: Develop existing and new member relationships, expand the client base through business development, on-site events, and community and networking events.
- Abilities: Strong communication skills, excellent member service, proven sales and service results, and strong time management and organizational skills.
- Knowledge, Education, Certifications, Licenses: High school education or equivalent, knowledgeable in new accounts and lending policies and procedures, solid knowledge of sales and referral techniques, and working knowledge of personal computers.
- Experience: Two to three years of financial institution experience in new accounts, sales, and consumer loan origination.
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Financial Services Representative
2 weeks ago
Escondido, California, United States Bronson Kinkade Consulting Full timeJob OverviewAt Bronson Kinkade Consulting, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to individuals seeking more information.Key...
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Financial Services Representative
1 week ago
Escondido, California, United States North Island Credit Union Full timeJob DescriptionAs a Financial Services Representative at North Island Credit Union, you will play a key role in providing exceptional member service and sales support to our members. Your primary responsibility will be to develop and maintain strong relationships with our members, identifying their financial needs and providing them with tailored solutions...
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Financial Services Representative
1 month ago
Escondido, California, United States North Island Credit Union Full timeJob SummaryThe Member Service Representative (MSR) is a key role within California Credit Union, responsible for delivering exceptional service to our members through face-to-face interactions and assisting with various financial transactions. This position requires a high degree of accuracy, strong communication skills, and the ability to work well in a...
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Financial Representative
1 month ago
Escondido, California, United States Palomar Health Full timeJob SummaryWe are seeking a highly skilled Financial Representative to join our team at Palomar Health. As a key member of our Patient Access department, you will play a critical role in ensuring seamless financial interactions with patients and families.Key ResponsibilitiesScreen all admissions to determine funding sources and educate patients and families...
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Personal Financial Representative
6 days ago
Escondido, California, United States California Coast Credit Full timeJob SummaryWe are seeking a highly motivated and customer-focused Personal Financial Representative to join our team at California Coast Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, promoting financial products and services, and achieving sales and service goals.Key...
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Financial Representative
2 weeks ago
Escondido, California, United States Palomar Health Full timeJob SummaryWe are seeking a highly skilled Financial Representative to join our team at Palomar Health. As a key member of our Patient Access department, you will be responsible for ensuring seamless financial interactions with patients and families.Key ResponsibilitiesServe as the first point of contact for patients and families regarding funding sources...
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Financial Representative
1 month ago
Escondido, California, United States Palomar Health Full timeJob SummaryWe are seeking a highly skilled Financial Representative to join our team at Palomar Health. As a key member of our Patient Access Department, you will play a critical role in ensuring seamless financial interactions with patients and families.Key ResponsibilitiesServe as the first point of contact for patients and families regarding funding...
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Financial Representative Access Department
1 week ago
Escondido, California, United States Palomar Health Full timeJob SummaryWe are seeking a skilled Financial Representative to join our Access Department at Palomar Health. As a key member of our team, you will be responsible for ensuring seamless patient access to our services while maintaining accurate financial records.Key ResponsibilitiesScreen patients for funding sources and educate them on hospital policies and...
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Teller: Financial Services Representative
2 weeks ago
Escondido, California, United States Frontwave Credit Union Full timeJob Title: TellerOverview:We are seeking a highly skilled and customer-focused Teller to join our team at Frontwave Credit Union. As a Teller, you will be responsible for providing exceptional service to our members by processing transactions, answering questions, and resolving issues in a timely and professional manner.About Frontwave Credit Union:Frontwave...
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Patient Service Representative
2 weeks ago
Escondido, California, United States Palomar Health Medical Group Full timeJob SummaryWe are seeking a highly skilled and customer-focused Patient Service Representative to join our team at Palomar Health Medical Group. As the face of our organization, you will be responsible for providing exceptional patient care and ensuring a smooth experience for our patients and their families.Key ResponsibilitiesGreet and check in patients,...
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Teller: Financial Services
2 weeks ago
Escondido, California, United States Frontwave Credit Union Full timeAbout Frontwave Credit UnionFrontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, and San Bernardino counties. Founded in 1952, we have grown to 13 branches with 120,000 members and manage over a billion in assets.Job SummaryWe are seeking a skilled Teller to join our team. As a Teller, you will be...
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Customer Service Representative
6 days ago
Escondido, California, United States Circle K Stores, Inc. Full timeCustomer Service Representative Job DescriptionWe are seeking a Customer Service Representative to join our team at Circle K Stores, Inc. As a Customer Service Representative, you will be responsible for providing excellent customer service, operating a cash register, and maintaining a clean and organized store environment.Key Responsibilities:Greet...
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Customer Service Representative
2 weeks ago
Escondido, California, United States Circle K Stores, Inc. Full time**About the Role**We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Circle K Stores, Inc.As a Customer Service Representative, you will be responsible for providing exceptional customer service to our valued customers. This includes answering customer inquiries, resolving issues, and ensuring a...
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Claims Service Representative
4 weeks ago
Escondido, California, United States AAA - The Automobile Club Full timeClaims Service RepresentativeAt AAA - The Automobile Club, we're committed to providing exceptional service to our members. As a Claims Service Representative, you'll play a critical role in ensuring that our members receive the support they need in times of need.What You'll DoRespond to member inquiries and resolve claims in a timely and professional...
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Patient Service Representative
2 weeks ago
Escondido, California, United States Palomar Health Medical Group Full timeJob SummaryThe Patient Service Representative is the face of Palomar Health Medical Group. This role is responsible for greeting and checking in patients, answering phones, documenting accurate patient information, and ensuring overall patient flow. The ideal candidate will have a friendly disposition and tone, with excellent customer service skills and the...
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Customer Service Representative
1 month ago
Escondido, California, United States SewingMachinesPlus, Inc. Full timeCustomer Service RepresentativeSewingMachinesPlus, Inc. is seeking a skilled Customer Service Representative to provide exceptional support to our customers.Key Responsibilities:Process customer orders and respond to inquiries in a timely and professional manner.Provide accurate and helpful information to customers regarding products, services, and...
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Claims Service Representative
1 month ago
Escondido, California, United States Automobile Club Full timeJob Title: Claims Service Representative 2We are seeking a highly skilled Claims Service Representative 2 to join our team at the Automobile Club of Southern California. As a Claims Service Representative 2, you will be responsible for investigating, evaluating, and negotiating high complexity claims in compliance with established company technical and...
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Customer Service Representative
1 month ago
Escondido, California, United States SewingMachinesPlus, Inc. Full timeCustomer Service RepresentativeSewingMachinesPlus, Inc. is seeking a skilled Customer Service Representative to provide exceptional support to our customers.Key Responsibilities:Process customer orders and respond to inquiries in a timely and professional manner.Communicate with customers to resolve issues and provide solutions.Collaborate with production,...
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Claims Service Representative
3 weeks ago
Escondido, California, United States Automobile Club Full timeJob Title: Claims Service Representative 2We are seeking a highly skilled Claims Service Representative 2 to join our team at the Automobile Club of Southern California. As a Claims Service Representative 2, you will be responsible for investigating, evaluating, and negotiating high complexity claims in compliance with established company technical and...
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Customer Service Representative
2 weeks ago
Escondido, California, United States 1-800-PLUMBER Full timeJob Title: Customer Service RepresentativeWe are seeking a motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, answering calls, and performing various administrative tasks.Key Responsibilities:Answer customer calls and...