Financial Services Associate
2 days ago
We are seeking a reliable and customer-focused individual to join our team as a Member Service Representative I - IV at Sierra Central Credit Union. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.
Key Responsibilities- Greet customers and assist them with their banking needs
- Effectively communicate with a wide range of personality types
- Process deposits, withdrawals, and other transactions accurately and efficiently
- Perform accurate complex input/output functions on the credit union computer systems
- Balance cash drawers and reconcile discrepancies
- Cross-sell bank products and services to customers
- Input new account/loan applicant requests
- Maintain a satisfactory performance record
- Assist customers with account inquiries and problem resolution in a professional manner
- Adhere to bank procedures and security protocols to ensure the safety of customer transactions
- High school diploma or equivalent
- Previous customer service experience preferred
- Comfortable doing sales and cold-calling
- Strong communication and interpersonal skills
- Ability to work efficiently in a fast-paced environment
- Attention to detail and accuracy in handling transactions
- Knowledge of banking products and services is a plus but not required
- Familiarity with basic computer functions and programs
This position offers a competitive salary, benefits package, and opportunities for career growth within our organization. Starting pay is $19.56 - $25.00 an hour depending on experience. The position is a full-time, 32 hour position with great benefits including 401 K with a Safe Harbor match, medical, dental, vision, voluntary products, paid holidays after the introductory period, and more.
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Financial Services Associate
2 weeks ago
Roseville, California, United States Boutique Recruiting Full timeClient Service AssociateA leading financial services firm in Roseville, CA is seeking a skilled and detail-oriented Client Service Associate to support their team. In this role, you will provide essential administrative support to Financial Advisors, ensuring exceptional client service and contributing to the firm's continued success.Key...
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Financial Services Representative
3 weeks ago
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Financial Services Professional
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Client Service Associate
2 days ago
Roseville, California, United States Hilltop Securities Inc. Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services company, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment. As a...
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Client Service Associate
2 days ago
Roseville, California, United States Tri Counties Bank Full timeJob Title: Client Service Associate IAt Tri Counties Bank, we are seeking a highly skilled and detail-oriented Client Service Associate I to join our team. As a key member of our financial services team, you will play a critical role in providing exceptional customer service to our clients, ensuring their financial needs are met, and supporting the growth of...
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Client Service Associate
2 weeks ago
Roseville, California, United States Hilltop Securities Inc. Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...
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Client Service Associate
5 days ago
Roseville, California, United States Hilltop Securities Inc. Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...
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Client Service Associate
3 weeks ago
Roseville, California, United States Hilltop Securities Inc. Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...
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Client Service Associate
2 weeks ago
Roseville, California, United States Hilltop Holdings Full timeJob Title: Client Service AssociateHilltop Securities is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional customer service to our clients, ensuring their needs are met, and exceeding their expectations.Responsibilities:Communicate with clients on a daily...
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Client Service Associate
2 weeks ago
Roseville, California, United States Tri Counties Bank Full timeJob Title: Client Service Associate ICome join a dynamic team at Tri Counties Bank, where you can make a real difference in the lives of our clients. As a Client Service Associate I, you will play a vital role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key Responsibilities:Initiate outbound...
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Financial Services Associate
2 weeks ago
Roseville, California, United States Sierra Central Credit Union Full timeJob Title: Member Service Representative IWe are seeking a reliable and customer-focused individual to fill the role of Member Service Representative I at Sierra Central Credit Union. In this position, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to...
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Financial Services Associate
3 days ago
Roseville, California, United States Sierra Central Credit Union Full timeJob Title: Member Service Representative IWe are seeking a reliable and customer-focused individual to fill this role at Sierra Central Credit Union. In this position, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.Key Responsibilities:Greet...
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Financial Services Relationship Manager
1 month ago
Roseville, California, United States Kestra Holdings Full time{"title": "Relationship Manager Position", "description": "At Kestra Holdings, we are seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will play a critical role in formulating and prospecting new clients, as well as managing relationships with our existing clients.Key Responsibilities:Develop new client relationships...
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Product Manager
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Roseville, California, United States Tri Counties Bank Full timeJob SummaryWe are seeking a highly skilled Product Manager to join our team at Tri Counties Bank. The successful candidate will be responsible for designing and implementing product management and development plans that support the Bank's overall strategic objectives.Key ResponsibilitiesCollaborate with cross-functional teams to research and develop new...
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Financial Auditor
4 days ago
Roseville, California, United States Pacific ExecSearch Full timeJob Title: Financial AuditorWe are seeking a detail-oriented Financial Auditor to support a project for a real estate development company in Roseville. This position is a long-term contract and is Monday-Friday, 40 hours/week.Job Summary:The Financial Auditor will be responsible for ensuring the accuracy and reliability of financial statements and other...
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Nutrition Services Associate
2 days ago
Roseville, California, United States Kaiser Permanente Full timeJob Summary:As a Nutrition Services Associate at Kaiser Permanente, you will play a vital role in ensuring the proper setup and delivery of meals and supplies for patients and non-patient food service. Your responsibilities will include receiving and storing food and supplies, processing information related to nutritional care, and collecting and maintaining...
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Client Associate
7 days ago
Roseville, California, United States Tri Counties Bank Full timeJob Title: Client Associate ITri Counties Bank is seeking a highly motivated and detail-oriented Client Associate I to join our team. As a Client Associate I, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key Responsibilities:Initiate outbound calls to clients and...
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Financial Controller
1 day ago
Roseville, California, United States Sandis Full timeJob OverviewSandis is seeking a highly skilled Financial Controller to join our team in Roseville. This role will be responsible for overseeing financial reports, preparing operating budgets, and supervising a small team of accounting professionals.Key ResponsibilitiesManage the monthly, quarterly, and annual close process, ensuring adherence to GAAP and...
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Client Service Representative
3 weeks ago
Roseville, California, United States Hilltop Securities Inc Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...
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Client Service Representative
3 days ago
Roseville, California, United States Hilltop Securities Inc Full timeJob Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...