Member Financial Advisor
$55kFinsol Staffing
Position Summary
Provide professional, friendly financial services to bank members. Responsibilities include processing transactions, opening accounts, assisting with lending products, resolving member inquiries, and recommending products and services that support members' financial goals.
Key Responsibilities
Assist current and prospective members in person and by phone.
Open savings, checking, certificate, and IRA accounts.
Process deposits, withdrawals, loan payments, and other transactions accurately.
Provide information on loans, credit cards, rates, and terms.
Assist members with online/mobile banking and other services.
Handle ATM/debit cards, check orders, stop payments, ACH requests, and account inquiries.
Identify and recommend appropriate financial products and services.
Participate in community and membership development activities.
Qualifications
High school diploma or equivalent.
2+ years of financial institution experience.
Basic knowledge of banking regulations.
Strong attention to detail and numerical accuracy.
Proficiency with Microsoft Office and Outlook.
Excellent communication and interpersonal skills.
Strong organization, time management, and customer-service skills.
Benefits
Employer-paid medical, dental, and vision premiums.
401(k) with employer match.
Paid life and long-term disability insurance.
Paid holidays and vacation
Years Experience: 1 - 3 years
Salary: $55,000 - $80,000 Annual
Bonus/Commission: No
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Member Financial Advisor in Petaluma, CA vacancy
$55k
...Position Summary Provide professional, friendly financial services to bank members. Responsibilities include processing transactions, opening accounts, assisting with lending products, resolving member inquiries, and recommending products and services that support members...SuggestedFull timeWork at office- ...Financial Solutions Advisor - Novato Financial Center Novato, California To proceed with your application, you must be at least 18 years... ...registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
Bank of America
Novato, CA4 days ago $25.96 - $36.06 per hour
...Guard Federal Credit Union is a mission driven, not for profit credit union dedicated to the financial wellbeing of those who serve our country. They serve Coast Guard members, veterans, and their families from three locations in Oakland, Alameda, and Petaluma. Their Petaluma...SuggestedHourly payFull timeWork at office- Bank of America is hiring a Financial Solutions Advisor Stage I (FSA I) to begin with Securities Industry Licensing (SIE, Series 7, Series 66) and build client advisory skills. The role progresses toward Financial Solutions Advisor Stage II, with opportunities across Bank...SuggestedWork at office
- OverviewSolairus Aviation is seeking a Senior Security Analyst to help protect the people, systems, and data behind its business aviation operations. Working as a peer alongside a second Security Analyst, this role shares responsibility for day-to-day security operations...SuggestedFull timeWork at officeRemote workWork from home
Solairus Aviation
Petaluma, CA1 day ago - Job Description Job Description We are looking for a Security Analyst to join our aviation client in a contract position based onsite in Petaluma, California. This role is ideal for an experienced security specialist who can strengthen daily security operations, investigate...Contract work
Robert Half
Petaluma, CA3 days ago $35.05 - $42.83 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work...Temporary workWork experience placement$18.31 - $21.73 per hour
...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under direct supervision: Provides quality service to...Part timeWork experience placementWork at officeWestamerica Bank
Petaluma, CA5 days ago$18.31 - $23.51 per hour
...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Hours: 32 JOB SUMMARY: Under direct supervision: Provides...Part timeWork experience placementWork at officeWestamerica Bank
Petaluma, CA5 days ago- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At 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 by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
- ...being of you and your family matters. That's why the benefits you'll receive are designed to help you boost your health, protect your financial security and give you peace of mind. Disability Accommodations If there's anything we can do to accommodate a disability...
$27 - $41 per hour
...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports...Temporary workWork experience placementImmediate start$17.73 - $27 per hour
...client experience Collaborate with tax professionals and team members to ensure seamless daily operations Handle sensitive client... ...role Experience working in a tax office, CPA firm, or financial services environment Why work for us: At H&R Block, our purpose...Minimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- Parts Counter Person The Parts Counter Person is responsible for assisting service technicians and retail customers with identifying, sourcing, and selling automotive parts and accessories for Hyundai vehicles. This role requires strong knowledge of automotive components...
$40k - $75k
Hansel Auto Group is looking for an experienced Dealership Parts Counter Professional to join our high performing, customer focused team. This role is ideal for a parts expert who knows dealership operations inside and out, takes pride in accuracy and efficiency, and thrives...Hourly pay$100k - $140k
Overview Please note that this position is contingent upon the successful award of a contract currently under bid. Peregrine is a pioneer within the cybersecurity industrial control systems and the Internet of Things, supporting many federal and commercial customers. ...Contract workWork at office- Bank of Marin seeks a Loan Processing Associate to join our Consumer Lending team on-site in Novato, CA or Rancho Cordova, CA. The role supports Loan Officers by processing consumer loan applications promptly and accurately, verifying assets, employment, liabilities, and...
- Westamerica Bank in California seeks a customer-focused Teller to deliver quality service, promote bank services, and support sales goals. Responsibilities include handling transactions, cross-selling products, and adhering to procedures in a fast-paced branch environment...
- Westamerica Bank is seeking a dedicated Teller/Customer Service Associate in California. Under direct supervision, you will provide quality service to customers and promote bank services and products to drive sales and customer satisfaction. Responsibilities include...
Westamerica Bank
Novato, CA4 days ago $64k - $67k
...TEAM is looking to hire an Adult and Dislocated Bilingual Career Advisor who will perform professional work providing career counseling,... ...and disciplinary records, and vacation and sick leave records; Financial information , such as banking details, tax information, payroll...Work at officeLocal areaFlexible hoursCareer T.E.A.M.
Novato, CA2 days ago- ...TEAM is looking to hire an Adult and Dislocated Bilingual Career Advisor who will perform professional work providing career counseling,... ...disciplinary records, and vacation and sick leave records; Financial information , such as banking details, tax information, payroll...For contractorsSecond jobWork at officeLocal areaFlexible hours
Career-Team-36cf2150
Novato, CA3 days ago $27.54 - $37.17 per hour
...or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes. The hourly pay range for this position is $27.54 to $37.17. In addition to the pay range listed,...Hourly payWork experience placementBank staffWork at office- ...EyeCare Advisor Brand: LensCrafters Location: Novato, CA, US, 94945 Store #: 000793 LensCrafters Position: Part-Time Total Rewards: Benefits/Incentive Information LensCrafters is a place for visionaries. We've got a vision for pairing state-of-the-art technology...Minimum wagePart timeWork at officeLocal area
$74.5k - $110.26k
...What We Need Reporting to the Manager, Paid, this role is a key member of the "pod" team, with a primary focus on driving campaign... ...smooth execution and cross-functional alignment. Operational & Financial Oversight Manage the internal finance and procurement processes...Temporary workInternship- ...Operations Manager. The ideal candidate has 2-4 years in loan servicing and related training, an Associate’s degree, and strong understanding of financial principles and collateral files. This position offers competitive pay and benefits. #J-18808-Ljbffr Bank of MarinWork at office
- Career Team is seeking an Adult and Dislocated Bilingual Career Advisor to provide career counseling, intensive case management, and follow-up services. This on-site role requires working at the California location and involves data entry, IEP development, and client counseling...
$82k - $89k
...The Spring Hill School are passionate innovative and dedicated members of the school community who work together to offer an engaging... ...Summary Job Summary The Middle School Humanities Teacher & Advisor teaches Reading Writing & Social Studies to students in grades...Full timeFlexible hours- Career Team is seeking an Adult and Dislocated Bilingual Career Advisor to provide career counseling, intensive case management, and follow-up services onsite in Novato, CA. The role reports to the Project Director and requires 100% onsite work at the listed location. Ideal...
- ...archival recordings; transcribing audio and video recordings) Data management and analysis Academic manuscript preparation Community member relations Creating presentations in PowerPoint or Google Slides Filing and scanning archival material Qualifications General:...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Member Financial Advisor. Be the first to apply!
Related searches