Member Financial Services Consultant I
SAN-Diego-County-Credit-Union
SAN-Diego-County-Credit-Union in Escondido, CA is seeking a Financial Service Representative I to provide prompt, professional service to members opening accounts, securing loans, and deepening relationships by offering Credit Union products. You will record interactions, follow procedures, and prepare documentation for accounts and loans while helping the branch meet performance targets and maintain high service standards. #J-18808-Ljbffr SAN-Diego-County-Credit-Union
- California Coast Credit Union in Escondido, CA seeks a Teller to provide friendly member service, handle transactions, and refer financial products. The role emphasizes accuracy, security, and teamwork in a busy branch environment. The position offers daily cash handling...SuggestedWeekend workAfternoon shift
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the...SuggestedLocal area
$70.31k - $85k
...providing banking and treasury management services to small, middle market, and venture... ...partnering with organizations that promote financial literacy, job training, small business... ...operational excellence are expected. Our team members are empowered to take ownership, make...SuggestedFull timeLocal areaImmediate startFlexible hoursShift work$45k - $100k
...you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner... ...you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Raymond James Financial, Inc. is launching the Advisory Mastery Program (AMP), a development track designed to train and mentor new advisors for a successful career in financial planning. Trainees gain education, mentorship, and hands-on experience in technical and sales...Traineeship
$250k
...in the execution of sales, products or service activities in coordination with the customer... ...Centers of Influence (COIs) and the Member Get Member (MGM) Program* Assist in strategies... ..., and present product offers/financial solutions* Understand and comply with Citibank...Full time$75.81 - $119.2 per hour
...Dept) Primary Location Primary Location N/A A part-time faculty member’s assignment may include day, evening and/or weekend work, and... ...retirement plans: APPLE (Accumulation Program for Part‑Time Limited ‑Service Employees) Job Duties The Instruction department is seeking...Hourly payFull timePart timeSummer workWork at officeWeekend workAfternoon shift$132k
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary...- ...transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members.... ...and services to members to meet their financial needs and/or refer the member to an appropriate...Part timeWeekend work
$23.25 - $28.5 per hour
...US Salary Range: $23.25 To $28.50 Hourly Position Summary: The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening...Hourly payFull timeWork experience placementMonday to FridayWeekend work$132k
Falcon Pacific Group Wealth Management and Insurance Services is seeking a motivated entry-level financial advisor in Escondido, California. The ideal candidate will be eager to learn the intricacies of wealth management to assist clients in achieving their financial goals...$27.69 - $28.8 per hour
...Job Overview As a member of the Financial Aid & Scholarships Office in Enrollment Management Services (EMS), the Financial Aid Analyst reviews, analyzes and revises federal and state financial aid application data. Candidates must be able to interpret complex federal and...Hourly payTemporary workPart timeWork at office- ..., state, and accrediting regulations Consult with prospective students (and parents if... .... Acceptable experience includes career services; sales; recruiting; and job placement in... ...effectively collaborate with other team members to meet daily, weekly, monthly, and...Work at office
- ...with an advice-based approach and referrals to specialists. You will support growth by expanding client balances and leveraging self-service access around the clock. The role requires a strong client-relationship mindset, excellent communication, and compliance with...
- ...banking relationships, delivering education and advice tailored to each client’s financial goals. You will collaborate with specialists to connect clients to experts and promote self-service options for around-the-clock access. The role requires adherence to regulatory...
- ...focused on engaging clients in the lobby, educating them on self-service tools, and accurately processing cash transactions. The... ...identifying client needs and connecting them with solutions to meet financial goals. You will join a team dedicated to delivering a high-quality...
$58.19k - $81.21k
...loyalty and contribute to revenue growth. Responsibilities include managing business credit requests, delivering exemplary customer service, and adhering to Citibank’s policies and standards. The role offers competitive employment benefits and a salary range of $58,190.0...$75.81 - $119.2 per hour
...following retirement plans: CalSTRS (California State Teachers Retirement System) APPLE (Accumulation Program for Part-Time Limited-Service Employees) Minimum Qualifications: Must meet one of the sets of qualifications listed under 1) through 3): A Master's in...Hourly payFull timePart timeWork at officeLocal area- ...relationships through an advice-based approach and a deep understanding of their financial needs. You will collaborate with Specialists to connect customers with experts, promote self-service options 24/7, and actively solicit referrals while upholding all regulatory...
- ...— we’re hiring! Jumpstart your career by attending our Virtual Hiring Event, where you’ll have the chance to learn about our Financial Services Representative role, build connections with current Schwabbies, and be invited to interview with one of our Talent Advisors....Day shift
- Schertz Bank & Trust is seeking a Loan Officer to identify, acquire and grow business relationships that generate loan commitments and deposits. The role reports to the Chief Lending Officer and sits in the Loans department in San Marcos. Responsibilities include developing...
- ...levels of authority Manages existing portfolios, monitoring the financial condition of accounts in relation to acceptable risk Attends... ...and able to learn and use specific software Excellent customer service skills Proven ability to handle multiple projects & meet...Full timeMonday to Friday
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...managers in planning and budgeting, tracking spending, and developing Estimates at Complete (EACs). Collaborates with Program Management, Contracts, and Accounting to ensure accurate financial performance and strategic #J-18808-Ljbffr General Atomics Aeronautical SystemsRemote work
$28 per hour
...Street Level Strategy, LLC is a political and public affairs consulting firm specializing in grassroots mobilization, coalition building... ...to concerns. Inspire Local Leadership: Motivate community members to take an active role in their communities. Who You Are...Part timeLocal areaShift workAfternoon shift$90.23k
...perspectives. Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the...Work experience placementH1b- ...Senior Financial Analyst Of Financial Planning & Analysis (FP&A)General Atomics Aeronautical Systems, Inc. (GA-ASI), an affiliate of General... ...executive presentations. Close collaboration with program team members, both financial and programmatic, to support the development...
- ...Bank of America in Vista, California is looking for a motivated financial client relationship representative to deepen client relationships through various banking services. The successful candidate will support clients in self-service and transactional activities while...Hourly payFlexible hours
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