Customer Relationship Manager II

3 weeks ago


San Jose, California, United States CEFCU Full time
Job Description

In this role, you will provide exceptional customer service and support to members of CEFCU. You will be responsible for handling various financial transactions, including deposits, withdrawals, and loan applications.

Key Responsibilities:
  • Process financial transactions accurately and efficiently
  • Analyze member needs and make recommendations on financial products and services
  • Collaborate with colleagues to achieve business goals and objectives

Salary Range: $26.81 - 27.50 per hour (estimated)

Requirements:

  • High school diploma or equivalent required
  • Minimum one year consumer loans/lending experience preferred
  • Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act)

About CEFCU:

CEFCU is a not-for-profit financial cooperative dedicated to providing exceptional financial services to its members. We are committed to making a positive impact in our community through volunteerism, education, and philanthropy.



  • San Jose, California, United States II-VI Incorporated Full time

    Job DescriptionThis role offers an exceptional opportunity to lead strategic commodity management for capital equipment procurement at II-VI Incorporated.Key ResponsibilitiesDevelop and implement strategic plans to optimize capital equipment procurement, focusing on cost savings, quality, and timely delivery.Leverage expertise in negotiation, contract...


  • San Francisco, California, United States Civista Bank Full time

    Job DescriptionA Customer Relationship Manager plays a vital role in maintaining and building customer relationships by providing exceptional service. This position requires excellent communication skills, attention to detail, and the ability to work under pressure.


  • San Jose, California, United States Avidbank Full time

    About the RoleWe are seeking an experienced Senior Relationship Banking Manager to lead our team of relationship managers in delivering exceptional customer service and driving business growth. This is a key leadership position that requires strong commercial banking expertise, excellent communication skills, and a proven track record of success in managing...


  • San Jose, California, United States Salt Creek Capital II, LLC Full time

    CEO and Business Partner OpportunitySalt Creek Capital II, LLC is seeking a seasoned CEO and business partner to lead a portfolio company, a leading value-added distributor of critical communications networking components. The successful candidate will collaborate with the current management team and Salt Creek Capital to drive a long-term growth...


  • San Jose, California, United States Salt Creek Capital II, LLC Full time

    Salt Creek Capital II, LLC is seeking an experienced Chief Executive Officer to lead its portfolio company, a leading value-added distributor of critical communications networking components. The successful candidate will work closely with the current management team and Salt Creek Capital to develop and execute a long-term growth strategy.The Company...


  • San Diego, California, United States Gallagher Full time

    About UsGallagher, a leading global insurance brokerage firm, offers a dynamic work environment that fosters growth and excellence. As a Customer Relationship Management Specialist, you will be part of a diverse team dedicated to delivering exceptional client service.Job SummaryWe are seeking a highly motivated and experienced professional to manage a...


  • San Jose, California, United States Porven LTD Full time

    Job Title: Design Consultant II ExpertCompany Overview:Porven LTD is a leading provider of tile, bath and kitchen products. We are seeking an experienced Design Consultant to join our team.Salary: $60,000 - $80,000 per year, based on experience.Job Description:The Design Consultant will be responsible for providing exceptional sales and design advice to...


  • San Jose, California, United States Superior Roof Metals II Full time

    We are seeking a highly motivated Senior Sales Associate to join our team at Superior Roof Metals II. This role is ideal for an individual who is passionate about delivering exceptional customer service, process sales transactions accurately, and assist customers in finding the right sheet metal products for their projects.Job OverviewThis position primarily...


  • San Carlos, California, United States PNC Financial Services Group Full time

    PNC Financial Services Group is seeking a Customer Relationship Banker to strengthen customer relationships and drive sales conversations in our Universal Branch locations.Company OverviewWe are a leading financial institution dedicated to delivering exceptional customer experiences. Our employees are our greatest asset, and we foster an inclusive workplace...


  • San Diego, California, United States Jennifer Thibodeau - State Farm Agent Full time

    Job DescriptionWe are looking for a Customer Relationship Ambassador to join our team at Jennifer Thibodeau - State Farm Agent. As a Customer Relationship Ambassador, you will play a key role in building strong relationships with our customers and helping them achieve their financial goals.About the JobYou will be responsible for establishing customer...


  • San Jose, California, United States LimeBricks Inc. Full time

    Are you a driven sales professional looking for a new challenge? Do you have experience in direct-to-consumer sales or SMB sales and a passion for delivering exceptional customer experiences? Look no further than LimeBricks Inc.! We are seeking a highly motivated Sales and Service Lead to join our team and drive business growth.As the Sales and Service Lead,...


  • San Jose, California, United States Bank of America Full time

    Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, is seeking a skilled Business Development Associate to support its Financial Advisor team. Based in San Jose, California, this role offers an excellent opportunity for career growth and development.**Job Overview**The Business Development...


  • San Francisco, California, United States Comulate Full time

    Key ResponsibilitiesYou will partner directly with customers throughout their post-sale journey, developing deep relationships with champions and earning their trust as an advisor. You'll be the voice of the customer within company walls, advocating for customer needs internally and collaborating with product, sales, and support teams.


  • San Francisco, California, United States JobRialto Full time

    Clinical Case Manager II OpportunityJobRialto is seeking a skilled Clinical Case Manager II to join our team in San Francisco, CA. As a valued member of our healthcare staff, you will contribute to the delivery of high-quality patient care and develop meaningful relationships with patients and their families.Role Overview:In this critical role, you will...


  • San Francisco, California, United States Flow MD Full time

    About the RoleThe Client Coverage team at Flow aims to deliver a white-glove experience to clients throughout their entire journey with us through robust interactions and a keen focus on putting the customer first. We are seeking a highly motivated and detail-oriented individual to join our team as a Relationship Manager.As a Relationship Manager, you will...


  • San Francisco, California, United States Aramark Full time

    Job SummaryAramark seeks a highly motivated Client Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and exceeding expectations.The ideal candidate will have 3-5 years of experience in a similar role and possess strong communication and...


  • San Jose, California, United States ZipRecruiter Full time

    About the RoleThis Proposal Fulfillment Associate position is a critical role within our client services department, responsible for maintaining relationships with clients and ensuring the delivery of high-quality proposals.Key Accountabilities:Deliver exceptional customer service, responding promptly to client inquiries and resolving issues...


  • San Jose, California, United States San Jose State University Full time

    Job DescriptionWe are seeking an experienced Administrative Support Coordinator II to join our team at San Jose State University. As an Administrative Support Coordinator II, you will provide administrative support to the Child & Adolescent Development Department and the Educational Leadership Department.Your Key ResponsibilitiesPerform a full range of...


  • San Diego, California, United States Vets Hired Full time

    Job Summary:Vets Hired is seeking a Banking Relationship Manager to join our team. This role offers a challenging and rewarding opportunity to work with customers, provide excellent service, and develop strong relationships.About the Position:The successful candidate will have a minimum of 5 years' experience in banking, with a focus on new account openings...


  • San Francisco, California, United States Direct Staffing Inc Full time

    Job Title: Senior Client Relationship ManagerAbout the Role:We are seeking a seasoned relationship manager to join our team at Direct Staffing Inc. As a Senior Client Relationship Manager, you will be responsible for developing and managing effective primary relationships with plan sponsors and channel relationships.Key Responsibilities:Independently develop...