Member Services & Financial Guidance Specialist
Golden 1 Credit Union
Golden 1 Credit Union is seeking a Member Service Specialist in California to process financial transactions and provide exceptional service to members. You will be integral in helping members with their financial needs while ensuring compliance with regulations. The ideal candidate has a high school diploma, cash handling experience, and a passion for enriching member relationships. Join Golden 1 in making a positive impact in the community! #J-18808-Ljbffr Golden 1 Credit Union
$24.56 - $35.62 per hour
...SchoolsFirst Federal Credit Union in California seeks a Personal Banker (Member Service Representative II) to provide outstanding member service. The role involves processing various transactions and building customer relationships. Applicants must have a high school...SuggestedHourly pay$24.56 - $35.62 per hour
...Personal Banker (Member Service Representative II) Pay Range: $24.56 - $35.62 Scheduled Weekly Hours: 25 Responsibilities Provide world‑class member service to members visiting branch/service center locations. Provide information and promote credit union products and...SuggestedNight shiftDay shiftAfternoon shift$29.79 - $44.68 per hour
...Scheduled Weekly Hours: 40 What You’ll Be Doing Provides world‑class member service to members visiting branch/service center locations. Provides... ...complex loan requests and transactions. Processes member financial and credit data. May have the authority to approve or deny...Suggested$2,000 per month
About the job Financial Services Specialist (Remote) About Us We seek motivated, positive, and energetic individuals with a passion for teaching... ...training and mentorship programs designed to help each team member achieve their full potential with achievable advancement...SuggestedRemote jobFull timePart timeFlexible hours- County of Los Angeles is looking for a Patient Financial Services Worker to support emergency appointments related to homelessness. This role involves interviewing patients, analyzing financial data, and assisting with healthcare applications. Qualified candidates must...Suggested
$117.2k - $143.2k
Boeing Employees Credit Union is looking for a Sr. Financial Analyst specializing in Member & Digital Experience. This remote position seeks an expert in financial modeling with a Bachelor’s degree and at least 7 years of experience. You will provide key strategic insights...Remote work$80k - $105k
The Senior Financial Analyst will be responsible for conducting and... ...analytical support to senior members of the team on profit and loss... ...senior leadership. Provide guidance to other Financial Analysts.... ...experience in consumer financial services or real estate related...$84.09k - $134.55k
Financial Analyst II (Budgeting) Job no: 493965 Work type: Full Time... ...organization that serves member health with excellence and dignity... ...a member focus on customer service, consistency, dignity and accountability... ...issues and provides informed guidance to department leaders on...Full timeTemporary workWork at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shift2 days per week- ...s military families, you will focus on financial plans that are constantly evolving to pursue... ...financial goals. You will provide guidance to military families on managing day-to... ...designed for veterans, transitioning service members and military spouses to start and grow...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Conquest Planning is a leading financial planning software company... ...Winnipeg, Manitoba and have team members located across Canada, the... ...Instructional videos In-app guidance and help tools Projects: Collaborate... ...experience in financial services. Strong analytical and problem...Remote workWork from homeMonday to FridayFlexible hours
- A diversified financial services organization is seeking a Financial Advisor to provide expert financial advice and empower clients on their financial journeys. This role offers extensive training, flexibility in scheduling, and unlimited earning potential through commissions...
- ..., and to pay the correct amount to fund services important to Californians. The protection... ...to be directly involved as a valued member of our Security Operations Center (SOC).... ...audiences. You value good documentation and guidance. You take pleasure in sharing your...Work at officeRemote work
$5,266 - $6,591 per month
Service Credit Purchase Accountant - Accounting Officer (Specialist) Job Summary The CalSTRS Accounting Division is seeking a motivated individual to work as an Accounting... ...credit purchase requests and receivables from members. Process redeposit of contributions, including...Work at officeRemote work$45.9k - $75.9k
...Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers... ...needs and provides advice and guidance regarding financial solutions that are in the best... ...policies and procedures. Acts as a key member of a collaborative and versatile branch...Contract workPart timeLocal areaImmediate startDay shift$250k
...execution of sales, products or service activities in coordination... ...of Influence (COIs) and the Member Get Member (MGM) Program Assist... ...staff with coaching and guidance on products and special programs... ..., and present product offers/financial solutions Understand and comply...Full time$130k - $155k
AssetMark is seeking experienced Business Consultants to provide expert advice and solutions to clients in the financial services industry. This role involves close collaboration with the sales team to enhance client relationships and improve business performance. Candidates...$5,540 - $5,667 per month
Special Programs Coordinator and Financial Aid Counselor Job no: 558222... ..., Full Time, Student Services Reporting to the Associate Director... ...policies to various staff members and students General knowledge... ...clinical training in counseling or guidance may be substituted for the...Full timeWork experience placementSummer workInternshipWork at officeImmediate start- ...preparation for pricing studies and analysis Provide Pricing guidance and consulting services to different data, infrastructure and IT team Help Data... ...filing accuracy and quality Train and upskill team members in current rating and filing tools & techniques Identify...Work experience placement
$45.9k - $75.9k
...Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies... ...needs and provides advice and guidance regarding financial solutions that are in the best interests... ...policies and procedures.Acts as a key member of a collaborative and versatile...Contract workPart timeLocal areaImmediate startDay shift- ...products including auto, home, and life insurance. The ideal candidate will have excellent communication skills, a dedication to customer service, and a willingness to obtain the necessary insurance licenses. This position offers a local work opportunity with valuable...Local area
$21.77 per hour
A leading financial services company in California is looking for a Client Services Associate to support client needs and Financial Representatives. In this role, you'll provide high-quality service through transaction processing and effective communication. Ideal candidates...- ...a Re-Entry Coordinator responsible for evaluating and awarding financial aid to students. The role includes advising on financial aid options... ...within specific states, embodying values of integrity and customer service. #J-18808-Ljbffr California Institute of Applied TechnologyRemote jobFull time
- ...Banc of California is seeking a hybrid Relationship Banker to provide exceptional customer service while managing accounts and supporting sales efforts. Responsibilities include handling customer transactions, deepening relationships, and creating positive experiences....
- ...Support financial planning efforts by partnering with investment professionals. Gather and analyze client financial data, prepare planning... ...in financial planning, investment management, or advisory services. Hands‑on experience with financial planning software (e.g., eMoney...Local area
$75k - $95k
...margin growth. This includes analyzing the financial feasibility of proposed promotional... ...policy, procedures, training, and team member involvement activities. Perform other duties... ...status, membership in the uniformed services, genetic information, or any other basis...Full timeWork at office3 days per week$94k - $129.3k
...and preparing for the launch of our commercial service. Overview The ideal candidate will have high level financial modeling skills, a firm understanding of finance... ...candidate will support the needs of key Executives, members of management and stakeholders. The ideal...Temporary work- ...the past 10 years for exceptional customer service, creativity, and a human approach to business. We are proud to be a member of 1% for the Planet and was named Counselor... ...will play a key role in maintaining efficient financial operations across various departments....Seasonal work
- ...Appraises the District’s financial position and issues periodic financial and operating reports... ...Information Management, Environmental Services, and Nutrition Services. Directs the... ...accommodations? * Yes No Do you have a family member currently employed by the District? *...Full timePart time
$53.98 - $71.57 per hour
...Performs highly specialized and complex financial analysis, budget analysis, and related fiscal... ...for a large and diverse hospital service line/department or is responsible for coordinating... ...with market data. Typically, new team members join at the minimum to mid salary range....Hourly payTemporary workWork experience placementLocal area$93.2k - $170.9k
...comprehensive end-to-end support and advisory services, covering areas such as valuation... ...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...meet deadlines Ability to provide clear guidance to others The team Our Valuation &...
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