Financial Support Representative

1 week ago


Oakland, California, United States APOYO FINANCIERO INC Full time
About the Role
We are seeking a highly motivated and experienced Customer Service Representative to join our team. As a key member of our sales and customer service team, you will play a critical role in delivering exceptional customer experiences and driving business growth.

Your primary responsibilities will include responding to customer inquiries, resolving issues, and upselling/cross-selling products. You will also be responsible for maintaining accurate records, reporting progress, and collaborating with colleagues to meet business objectives.

You will be working in a fast-paced environment with a dynamic team, handling a high volume of customer interactions daily. Your ability to multitask, manage competing priorities, and maintain a professional demeanor under pressure will be essential to your success in this role.

Our ideal candidate has excellent communication and interpersonal skills, a proven track record of providing exceptional customer service, and experience working in a sales environment. If you are a self-motivated, enthusiastic individual who thrives in a dynamic environment, we encourage you to apply.

Key Responsibilities
* Provide exceptional customer service via phone, email, or in-person
* Respond to customer inquiries and resolve issues promptly and professionally
* Upsell/cross-sell products and services to increase revenue
* Maintain accurate records and reports progress regularly
* Collaborate with colleagues to achieve business objectives
* Work in a fast-paced environment with a high volume of customer interactions daily
* Manage competing priorities and maintain a professional demeanor under pressure

Requirements
* High school diploma or equivalent required; degree in business or related field preferred
* 1+ year of experience in customer service or sales
* Excellent communication and interpersonal skills
* Proven track record of providing exceptional customer service
* Ability to work in a fast-paced environment with a high volume of customer interactions daily

Benefits
* Competitive salary range $19-$20 per hour
* Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k) retirement plan
* Opportunities for career advancement and professional development
* Collaborative and dynamic work environment

About Us
Apoyo Financiero Inc. is a rapidly growing company serving under-banked communities. With over thirty offices across the country, we strive to make a positive impact on the lives of our customers by offering financial solutions tailored to their needs. We are passionate about providing high-quality customer service to our clients and fellow team members. At Apoyo Financiero, we value diversity, equity, and inclusion, and we welcome applicants from all backgrounds and perspectives.

  • Oakland, California, United States Symmetry Financial Group - Gary Uyemura Full time

    About UsSymmetry Financial Group is a leading provider of life insurance solutions, committed to protecting American families and helping them achieve their financial goals. Our team is dedicated to providing exceptional service and support to our clients and partners.We are looking for talented individuals who share our passion for delivering outstanding...


  • Oakland, California, United States Sonic Full time

    Sales Opportunity with Unlimited Potential">We are seeking a highly motivated Field Sales Representative to join our fast-growing team. This role offers an exceptional sales opportunity with unlimited potential, where you can leverage your skills to drive business growth and achieve financial success.As a Field Sales Representative, you will be responsible...

  • Financial Manager

    1 week ago


    Oakland, California, United States Felton Institute Full time

    About the Job Felton Institute is seeking a highly skilled and experienced Financial Manager to join our team. In this role, you will be responsible for managing the financial operations of our organization, including accounts payable, payroll, general ledger, and budgeting. As a Financial Manager at Felton Institute, you will have the opportunity to work...


  • Oakland, California, United States UC San Diego Full time

    At UC San Diego, we are seeking a highly experienced Strategic Financial Leader to join our team as Vice Chancellor, Finance and Administration.About the RoleThe Vice Chancellor for Finance and Administration is responsible for providing strategic and tactical leadership for the institution. This role advises the Chancellor and the University's executive...


  • Oakland, California, United States Cypress Memorial Insurance Services Full time

    Career Highlights:This role offers many exciting benefits, including the potential to earn $500 per day and more, access to exclusive leads, comprehensive training, and great performance rewards. You will also have the opportunity to build relationships with clients, generate leads, and provide exceptional customer service. If you are looking for a...


  • Oakland, California, United States Varite Full time

    Varite seeks an IT Financial Planning Manager to provide financial insights and support business initiatives. The ideal candidate will have expertise in financial modeling, Excel, and financial software (e.g., SAP, Oracle, Hyperion). Data visualization tools (e.g. Tableau) is a plus. Strong analytical and problem-solving skills, with the ability to interpret...


  • Oakland, California, United States Global Technical Talent Full time

    **Job Description:** Financial Data SpecialistAbout the Position:We are seeking an experienced Financial Data Specialist to join our team at Global Technical Talent. In this role, you will be responsible for analyzing financial and contractual data, developing insights, and supporting strategic initiatives.Key Responsibilities:Data Analysis: Analyze...


  • Oakland, California, United States GTT, LLC Full time

    Job OverviewWe are a leading natural gas and electric energy company serving millions of customers across the United States. Our dynamic team is looking for a skilled Financial Data Analyst to join us.About the RoleThe successful candidate will work closely with various teams within the Information Technology organization to analyze financial and contractual...


  • Oakland, California, United States AppleOne Full time

    Job SummaryWe are seeking a highly motivated Financial Leader for Strategic Growth to join our finance team and contribute to driving financial success. This senior role requires strong analytical, communication, and leadership skills to support decision-making and ensure the company's financial health through accurate reporting and budgeting.Key...


  • Oakland, California, United States Mat Dahms - State Farm Agent Full time

    Company OverviewMat Dahms - State Farm Agent is a successful insurance agency seeking a qualified professional to join their winning team. We are looking for an energetic individual interested in helping our business grow through value-based conversations and remarkable customer experiences.Estimated Salary$40,000 - $80,000 per year, based on experience and...


  • Oakland, California, United States County of Alameda Full time

    About the County of AlamedaThe Alameda County Social Services Agency is a dynamic organization dedicated to promoting the economic and social well-being of individuals, families, neighborhoods, and communities. With over 2,300 employees working together to serve the community, we are committed to providing excellent services and fostering partnerships with...


  • Oakland, California, United States GTT, LLC Full time

    Job Title: Financial Data Analyst LeadThe estimated salary for this role is $55,000 - $65,000 per year.About the Role:We are seeking a highly motivated and analytical Financial Data Analyst Lead to join our dynamic team at GTT, LLC. This role will involve working closely with various teams within the Information Technology organization to analyze financial...


  • Oakland, California, United States Axelon Full time

    Job Description: Financial Data Analyst - ManagerWe are seeking an experienced Financial Data Analyst to join our team in Oakland, CA. The ideal candidate will have a strong background in finance and accounting, with expertise in Power BI and financial modeling.About the Role:- Collaborate with cross-functional teams to provide financial insights and support...


  • Oakland, California, United States The Point at Rockridge Full time

    Job Title: Financial Operations DirectorAbout Us:The Point at Rockridge, a leading senior living community, is seeking an experienced Financial Operations Director to join our team. With a focus on providing exceptional care and services, we are committed to delivering high-quality experiences for our residents.Salary: $80,000 - $100,000 per year, depending...


  • Oakland, California, United States Energy Solutions Full time

    About Energy SolutionsEnergy Solutions is a leading provider of energy solutions, dedicated to helping clients and communities generate clean energy. Our mission is to deliver innovative solutions that drive large-scale energy, carbon, and water-use savings.CompensationThe Senior Accountant position offers a competitive salary range of $90,000 - $110,000 per...

  • Financial Manager

    6 days ago


    Oakland, California, United States Felton Institute Full time

    At the Felton Institute, we are seeking a highly skilled Financial Manager to join our team. As a key member of our Finance Division, you will be responsible for managing day-to-day general and operations accounting duties, including supervising your portion of the accounting team.The ideal candidate will have a minimum of 5 years of progressive experience...


  • Oakland, California, United States Diversity in Health Training Institute Full time

    Job OverviewThe Diversity in Health Training Institute (DHTI) is a leading non-profit organization dedicated to helping internationally trained immigrants with healthcare training enter the U.S. healthcare workforce. We are seeking a highly skilled and experienced Administrative/Accounting Assistant to join our team, providing administrative support to our...


  • Oakland, California, United States Community Choice Financial Family of Brands Full time

    Job OverviewAt Community Choice Financial Family of Brands, we're dedicated to providing exceptional financial services to our customers. As a Customer Service Representative, you'll play a vital role in delivering seamless transactions and unforgettable in-store experiences.Key ResponsibilitiesBUILD LASTING RELATIONSHIPS WITH OUR DIVERSE CUSTOMER BASE BY...


  • Oakland, California, United States AH2 Full time

    We are seeking a skilled Financial Controller to join our team at AH2, a multi-concept restaurant company renowned for its exceptional dining experiences. With a passion for quality and innovation, we are dedicated to redefining excellence in gastronomy.About the RoleAs our Financial Controller, you will play a pivotal role in ensuring the continued success...


  • Oakland, California, United States Oakland Literacy Coalition Full time

    Job SummaryWe are looking for a seasoned Director of Strategic Financial Management to oversee all financial systems and processes, including budgeting, forecasting, accounts payable, and accounts receivable. You will serve as a strategic thought partner to the Executive Director and drive the development of infrastructure to support our long-term...