Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Service Representative

One United

POSITION SUMMARY: Provides extraordinary customer service by processing basic transactions and handling customer inquiries and questions. May be asked to perform various sales activities such as cross-sell existing products and loan referrals. RESPONSIBILITIES AND ACCOUNTABILITIES - essential job functions include but are not limited to:

  • Serves customers at a window, processes a variety of customer transactions within approved limits, balances cash and transactions.
  • Receives commercial and individual checking deposits, verifies cash and endorsements, issues receipts either at the window or by mail.
  • Accepts checks for cashing or paying, verifies endorsements validity, availability of funds and makes changes. Refers large or unusual or questionable transactions to the supervisor. Receives savings and club deposits, pays withdrawals after verifying balances and signatures.
  • Receives mortgage, installment loan, cash reserve or any other payments, checking the due date.
  • Sells money orders, treasurer’s check, US savings bonds, and traveler’s checks.
  • Receives US savings bonds for payment.
  • Cross sells the banks services whenever possible.
  • Make concentrated effort to solve customer problems.
  • May perform related clerical functions such as filing signature cards, or typing duties as requested by the supervisor.

MINIMUM QUALIFICATIONS:

High School Diploma or GED required. Associate’s Degree or equivalent a plus. 2 years of cash handling and customer service experience in retail environment required. 1 year of banking experience a plus. The Bank is in full compliance with the Americans with Disabilities Act (ADA) and does not discriminate with regard to applicants or employees with disabilities, and will make reasonable accommodation when necessary. OneUnited Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. #J-18808-Ljbffr One United

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Service Representative in Los Angeles, CA vacancy
  •  ...Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products... 
    Suggested
    Flexible hours

    Derek Tsu - State Farm Agent

    San Marino, CA
    14 hours ago
  • $23 - $35 per hour

     ...people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Services Representative at First Citizens Bank, you will be responsible for supporting sales and service delivery in the branch. You will build... 
    Suggested
    Hourly pay
    Work at office
    Immediate start

    First Citizens Bank

    Santa Monica, CA
    14 hours ago
  •  ...TITLE: ER Financial Representative 5:00 PM- 1:30 AM Part Time Includes weekends Must be fully available 8-5 for orientation POSITION SUMMARY The...  ...a clear chronological record for collector and Business Services. Scan all necessary paperwork on the day received and note... 
    Suggested
    Part time
    Immediate start
    All shifts
    Shift work
    Early shift

    vTech Solution

    Los Angeles, CA
    14 hours ago
  • $20 - $24 per hour

    Hire Up staffing is seeking a Financial Sales Representative (FSR) to start asap in Encino CA. The Financial Sales Representative (FSR) is responsible for selling the bank’s products and services to both existing clients and new prospects. This role focuses on opening new... 
    Suggested
    Hourly pay
    Immediate start

    Hire Up Staffing Services

    Los Angeles, CA
    3 days ago
  • Join Our Team: Mortgage Loan Servicing Specialist Do you enjoy solving problems, helping...  ...member-focused Mortgage Loan Servicing Representative to join our team! If you thrive in a fast...  ...At least 2 years of experience in a financial institution, preferably in mortgage loan... 
    Suggested
    Work experience placement

    Northrop Grumman Federal Credit Union

    Gardena, CA
    1 day ago
  • $26.62 - $38.6 per hour

    We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) Pay Range $26.62 - $38.60 Scheduled Weekly Hours 30 This position is for our Northridge Branch located at 8601 Devonshire... 
    Part time

    SchoolsFirst Federal Credit Union

    Los Angeles, CA
    4 days ago
  • $27.22 - $33.26 per hour

     ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals... 
    Temporary work
    Local area

    Us Bank

    Los Angeles, CA
    14 hours ago
  • $20.34 - $24.86 per hour

     ...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...open to candidates with 4-5 years minimum experience in customer service and sales. The successful candidate will be hired for the level... 
    Hourly pay
    Temporary work

    Us Bank

    Los Angeles, CA
    1 day ago
  • $21 per hour

     ...Emergency Financial Representative, PT Days The Emergency Financial Representative is responsible for ensuring reimbursement to PIH Health...  ...when necessary. Graceful, empathetic and respectful customer service shall be maintained at all times. Non-Violent Crisis Intervention... 

    PIH Health

    Los Angeles, CA
    4 days ago
  •  ...Job Description Financial Counselor The Financial Counselor is responsible for planning, organizing and coordinating daily financial...  ...reconciliation procedures to ensure proper patient financial services, collection of payments and input into process improvement.... 
    Daily paid
    Temporary work
    Local area
    Worldwide
    Flexible hours

    Beverly Hills Cancer Center

    Beverly Hills, CA
    7 days ago
  •  ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible... 

    Confidential

    Los Angeles, CA
    14 hours ago
  •  ...A financial advisory firm is seeking a passionate and motivated individual for the remote position of Entry Level Financial Advisor....  ...work independently, and a strong enthusiasm for the financial services industry. This position offers comprehensive training and mentorship... 
    Remote work

    Brand and Associates

    Los Angeles, CA
    1 day ago
  •  ...About the job Remote Entry Level Financial Advisor Brand & Associates is seeking a passionate and motivated individual to join our team...  ...in a remote environment Enthusiasm for the financial services industry and a passion for helping others achieve their financial... 
    Remote work
    Flexible hours

    Brand and Associates

    Los Angeles, CA
    1 day ago
  •  ...Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to take on the role of Lead Client... 
    Work at office

    Confidential

    Playa Del Rey, CA
    4 days ago
  •  ...Job Description Job Description Financial Administrative Representative – ER Admitting Position Summary Seeking an experienced Financial...  ...account information while delivering excellent customer service. We have 3 different roles with different... 
    Full time
    Part time
    Immediate start
    Monday to Friday
    Shift work
    Night shift
    Day shift
    Weekday work

    Synergy Direct LLC

    Los Angeles, CA
    12 days ago
  • $125k - $215k

     ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...  ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has... 
    Work experience placement
    Interim role
    Local area

    Berkeley Research Group

    Los Angeles, CA
    1 day ago
  •  ...YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions...  ...Connectors Financial Management, insurance and financial services Former athletes Military background **NOTE: We are only... 
    Work experience placement
    Work at office

    Northwestern Mutual

    Los Angeles, CA
    4 days ago
  • $78k - $108k

    A leading financial services company in El Segundo is looking for a Senior Financial Analyst to transform financial data into strategic insights. You will lead budgeting and forecasting processes, develop financial models, and support key corporate decisions. The candidate... 

    Cetera Financial Group

    El Segundo, CA
    3 days ago
  • A growing financial services company based in California is seeking a Senior Financial Analyst to contribute to strategic finance and financial modeling. This role requires strong analytical abilities and advanced Excel skills, along with experience in investment banking... 
    Remote job

    Vaco Recruiter Services

    Los Angeles, CA
    3 days ago
  •  ...networking and leveraging extensive internal referral channels. The role involves providing comprehensive financial, estate, tax, and retirement planning services to ultra-high-net-worth individuals, foundations, and endowments. The ideal candidate should be adept at managing... 

    Confidential

    Los Angeles, CA
    14 hours ago
  • $17.87 - $18.63 per hour

     ...Night Customer Service Representative This position is located at 123 E. Vernon, Los Angeles, CA 90011 PLS Overview: Why PLS? Because...  ...for People Location Serviceis a leading retail provider of financial services. The "P" comes first, because our customers are at... 
    Local area
    Flexible hours
    Night shift
    Afternoon shift
    Early shift

    PLS

    Vernon, CA
    1 day ago
  •  ...Business Solutions Advisor - Gardena Main Financial Center Gardena, California To proceed with your application, you must be at least...  ...job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Gardena, CA
    2 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Los Angeles, CA
    3 days ago
  • $69.8k - $132k

     ...are the leading provider of professional services to the middle market globally, our...  ...resort, hotel and hospitality accounting and financial operations business issues? Are you looking...  ...interns and associates) for this role represents numerous factors considered in the... 
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM

    Los Angeles, CA
    1 day ago
  • $28.85 - $33.65 per hour

     ...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... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Culver City, CA
    1 day ago
  • A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client... 
    Full time

    PowerToFly

    Los Angeles, CA
    2 days ago
  • A community-focused financial institution in Los Angeles is seeking a Financial Services Officer I to work with members to identify their financial needs. The ideal candidate will develop relationships and assist members in selecting suitable financial products from both... 

    Logix Federal Credit Union

    Los Angeles, CA
    2 days ago
  • Company Description Principal Financial Group® is a global leader committed to enhancing the financial security, wealth, and well-being...  ..., Iowa, Principal offers a comprehensive suite of financial services ranging from insurance to investment advisory solutions. Role... 
    Full time
    Worldwide

    Principal Financial Group

    Los Angeles, CA
    4 days ago
  • A leading financial services firm in Los Angeles is seeking motivated individuals for the Financial Advisor position. In this role, you'll help clients create clarity around their financial goals through comprehensive planning. You will have unlimited income potential... 

    Northwestern Mutual

    Los Angeles, CA
    4 days ago
  • A leading financial services firm in Los Angeles seeks a Financial Advisor to help clients shape their financial futures. The role involves generating client prospects, conducting financial planning meetings, and developing relationships to support client goals. Required... 
    Work experience placement

    Threadneedle group

    Los Angeles, CA
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Service Representative. Be the first to apply!