Relationship Building Professional

3 weeks ago


Santa Ana, California, United States Orange County's Credit Union Full time
Job Summary
We are seeking an experienced Financial Service Representative to join our team. In this role, you will provide exceptional customer service and financial solutions to our members, while building strong relationships and driving sales growth.

Duties and Responsibilities
Key responsibilities include:
  • Identifying member needs and opening various accounts and loan types.
  • Handling transactions with accuracy and a friendly demeanor.
  • Cross-selling products and services to meet members' financial needs.
  • Resolving issues through consultative approaches that build trust and long-term relationships.

Requirements
To succeed in this role, you should have:
  • Two years of branch experience in opening accounts and funding loan types.
  • Strong sales and communication skills to effectively cross-sell and refer products and services.
  • Able to understand and use various systems and software.
  • Availability to work Monday through Saturday, with varying schedules between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays.

Compensation and Benefits
The estimated hourly rate for this role is $22.00-$25.00, based on qualifications and internal equity. Our comprehensive benefits package includes health coverage, life insurance, 401(k), and paid time off.

  • Santa Ana, California, United States Peggy Bates - State Farm Agent Full time

    Job DescriptionPeggy Bates - State Farm Agent is seeking a Relationship Building Representative to join our team. As a Customer Service Representative, you will play a key role in developing strong relationships with clients and promoting the growth of our business.The estimated salary range for this position is $45,000 - $60,000 per year, based on location...


  • Santa Clara, California, United States 5MP Business Group Full time

    About the JobWe're seeking a highly skilled Relationship Building Specialist to join our team at 5M Promotions! As a relationship-building expert, you'll be responsible for cultivating strong connections with our customers and driving business growth.The ideal candidate will be a charismatic communicator with a natural ability to build trust and rapport with...


  • Santa Rosa, California, United States Bank of America Full time

    About the RoleWe are seeking an experienced Relationship Building Specialist to join our team. As a key member of our sales team, you will focus on building strong relationships with clients, understanding their financial needs, and providing personalized solutions to meet those needs.You will work closely with clients to identify opportunities to grow their...


  • Santa Ana, California, United States Service Corporation International Full time

    Job OverviewWe are seeking a skilled Customer Relationship Manager to join our team. This role is responsible for building and maintaining strong relationships with families, providing exceptional service, and driving sales growth.Salary$33,280 - $80,000 per year (estimated annual salary)ResponsibilitiesLead GenerationNetwork and build relationships with...


  • Santa Rosa, California, United States ESSENTIAL SOLAR SERVICES LLC Full time

    OverviewESSENTIAL SOLAR SERVICES LLC is a rapidly growing company that provides innovative solar energy solutions. We are looking for a skilled Relationship Building Specialist to join our team and help us expand our customer base.The ideal candidate will have excellent communication skills, be able to work independently, and possess a strong understanding...


  • Santa Ana, California, United States Kelly Professional & Industrial Full time

    We are seeking a highly motivated Territory Business Development Representative to join our expanding team in the flooring industry.This role offers an excellent opportunity for a sales professional to grow their career and contribute to the company's success.The ideal candidate will have a strong background in sales, excellent communication skills, and the...


  • Santa Ana, California, United States Fooda Full time

    About UsFooda is a leading provider of workplace food programs, operating in 45 cities across the globe. Our mission is to make every workplace meal an exceptional experience. We believe that by bringing local restaurants into offices, we can create a more enjoyable and productive work environment for everyone involved.We are looking for a highly motivated...


  • Santa Ana, California, United States UHSM Unite Health Share Ministries Full time

    Job SummaryWe are seeking a skilled Healthcare Relationship Manager to join our team at UHSM Unite Health Share Ministries. As a key member of our operations team, you will be responsible for managing high-volume inbound and outbound calls, emails, and chats with healthcare professionals to ensure timely and accurate resolution of inquiries and requests.


  • Santa Ana, California, United States Jobot Full time

    Job OverviewWe are seeking a skilled Business Development Professional to join our team. In this role, you will be responsible for managing client relationships and identifying new business opportunities.About JobotAt Jobot, we pride ourselves on being a cutting-edge staffing agency that connects top talent with innovative companies. Our team is dedicated to...


  • Santa Ana, California, United States Service Corporation International Full time

    Lead Generation and Relationship Building OpportunityWe are seeking a highly motivated and results-driven Outside Sales Professional to join our team. In this role, you will be responsible for generating leads and building relationships with families in need of funeral and cemetery services.As an Outside Sales Professional, you will have the opportunity to...


  • Santa Ana, California, United States IBS Electronics Full time

    About Our CompanyIBS Electronics, Inc. is an ISO 9001:2015, AS9120B, and AS6081 certified top 50 global distributor specializing in electronic components. With a strong focus on customer satisfaction, we strive to deliver exceptional service and support to our clients.Job Description:We are seeking a dynamic and driven professional to join our team as an...


  • Santa Ana, California, United States Orange County Dental Office Full time

    Top Dental Professional Sought for Orange County PracticeWe are a reputable dental office in Orange County, seeking a highly skilled and motivated dentist to join our team. As a member of our team, you will enjoy a challenging and rewarding career opportunity, with opportunities for growth and professional development.We value our patients' trust and respect...

  • Sales Professional

    3 weeks ago


    Santa Ana, California, United States C3Tech Full time

    C3 Tech Job DescriptionWe are seeking an experienced Sales Executive to join our team at C3 Tech, a leading IT and office technology provider in Santa Ana, California. As a women-led, minority-owned, DBE, and ACDBE certified company, we specialize in delivering exceptional value and cutting-edge technology to our clients.**Job Summary:**The ideal candidate...


  • Santa Ana, California, United States The Mortgage Mentors Llc Full time

    About The CompanyThe Mortgage Mentors Llc is a dynamic and growing company that is dedicated to helping people achieve their goals through education and financial empowerment. We believe in building strong relationships with our clients and providing them with personalized solutions to meet their unique needs.As a Residential Mortgage Professional, you will...


  • Santa Ana, California, United States Kapson LLC Full time

    About the RoleThis is an exciting opportunity to join a dynamic team at Kapson Talent Solutions as a Sales Growth Professional. You will be responsible for identifying and pursuing new business opportunities, building relationships with clients and partners, and developing strategic plans to drive sales growth.The successful candidate will have a strong...


  • Santa Ana, California, United States Alt Financial Network, Inc. Full time

    About Alt Financial Network, Inc.We are a leading financial services company committed to delivering exceptional service and supporting our professionals in their careers. Our mission is to create a collaborative environment where our team members can grow and succeed.Salary and BenefitsWe offer a competitive salary of $100,000 - $200,000 per year, based on...


  • Santa Ana, California, United States OC Poolscapes Full time

    Job DescriptionWe are a fast-growing pool design and construction company with an exciting opportunity for a Sales/Designer. As a sales professional, you will work closely with our team to develop and implement effective sales strategies that drive growth and revenue. In this role, you will be responsible for generating new business leads, building...


  • Santa Ana, California, United States Dana-Co Full time

    Dana-Co is seeking a talented Sales Consultant/Bra Fit Expert to join our team. As a key member of our sales team, you will be responsible for educating consumers and sales associates on our current assortment, new product launches, promotions, and events. In this part-time role, you will work closely with department store accounts to support the brands...


  • Santa Ana, California, United States Ganas Auto Full time

    Ganas Auto is a leading provider of affordable loans for individuals with limited credit history. We are seeking a skilled Car Sales Professional to join our team at one of our nine locations in Los Angeles, CA.About the OpportunityAverage annual salary: $60,000 - $80,000.Potential earnings: Up to $100,000 per year, based on performance.Comprehensive...


  • Santa Ana, California, United States Achievement Institute for STEM Scholars Full time

    STEM Education Fundraising ProfessionalThe Achievement Institute for STEM Scholars (AISS) is seeking a skilled and results-driven STEM Education Fundraising Professional to join our team. In this role, you will be responsible for securing funding to support our mission and programs, as well as developing strategic plans to advance our fundraising...