Branch Floater Service Rep: Transactions, Loans & Cross-Sell
Cal Coast Credit Union
Cal Coast Credit Union is seeking a Floater Service Representative to provide exceptional service while processing transactions and assisting members at various branch locations. This role requires flexible availability and the ability to operate in a fast-paced environment. The right candidate will have strong sales skills, previous member service experience, and the ability to work independently. If you are motivated and enjoy helping others, apply now. #J-18808-Ljbffr
- ...providing exceptional service with a focus on processing transactions, member... ...and referring/cross‑selling financial products... ...standards. The Floater Service... ...support at various branch locations as business... ...consumer loans. Ensures loan processing... ...Service Rep I: $21.0000 – $...SuggestedHourly paySecond jobWork at officeFlexible hoursNight shiftWeekend workAfternoon shift
$26.11 - $40 per hour
...and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios. This is an in-branch(not remote) position located at our Rancho Bernardo... ...Lenders which includes identifying sales and cross sell opportunities, coordinating materials for...SuggestedHourly payWork experience placementWork at office$70.3k - $77k
...targets. About This Job: The Senior Commercial Loan Servicing Specialist provides advanced operational... ...the servicing of foreign currency loan transactions, including coordination of rate resets, funding, settlements, and cross‑border instructions with internal partners...SuggestedWork at officeLocal area$21.94 - $32.91 per hour
...Universal Service Representative As a Universal... ...deposits, withdrawals, loan payments, new accounts... ...loans. Balances daily transactions and verifies cash totals... ..., we have grown to 18 branches with 125,000 members... ...financial needs. Actively cross-sells additional products...SuggestedRemote workFlexible hours$8k
...outstanding customer service. Prospect for new... ...interactions for the Sales Reps. Support... ...Process feature and order transactions as well as supporting... ...sales to identify upsell, cross-sell and migration... ...plan, qualified student loan repayments, or a combination...SuggestedFull timeContract workTemporary workPart timeWork experience placementLocal areaShift work- ...-Credit-Union is seeking a Consumer Lending Specialist in San Diego, CA. The role involves providing accurate information regarding loan applications, promoting credit union products, and ensuring compliance with policies. A high school diploma and 1-3 years of relevant...Full timeMonday to Friday
- ...information as well as to cross-sell credit union products and services to existing members to... ...members in conducting routine transactions by telephone utilizing... ...troubleshooting, basic loan and IRA product... ...individuals in accordance with Branch Operations procedures....Full timeWork at officeMonday to Friday
- ...Diego, United States | Posted on 01/22/2026 Senior Associate, Transactional Tax (4+ years) Our AmLaw 100 client is hiring a senior transactional... ...You will run point on transactional tax across: Domestic and cross-border M&A Partnership tax planning Private equity fund...
$20 - $23 per hour
...At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing... ...the role, ensuring timely and efficient service Exceed customer expectations through... ...results related to individual and branch goals Develop new connections and maintain...Full timeTraineeshipWork experience placementLocal areaMonday to Friday- ...This posting is a recruitment for either a Branch Operations Specialist or a Branch... ...Positions Provides personalized banking services to financial institution clients by performing... ...within established limits in the Transaction Approval Authority matrix Performs teller...Work at officeLocal area
- ...Account Executive will serve as a floater. The Floater will be a... ...Pacific Region, supporting multiple service teams and books of business as... ...control coordination, and cross-functional collaboration across... ...Identify opportunities for cross-sell and up-sell of other HUB...Work at officeLocal areaFlexible hours
$18 per hour
...Selling Associate-University Towne Center The Selling Associate drives sales and provides exceptional customer service, while engaging our customers and exhibiting an elevated level of... ...experience, processing customer transactions accurately and efficiently at the...Casual workLocal areaFlexible hoursShift workAfternoon shift- ...identify potential problems on loan applications and calculate... ...credit union. Maintain quality service standards set by the... ...applications and review for cross-sell opportunities Collect data... ...individuals in accordance with Branch Operations procedures. Other...Full timeWork at officeMonday to FridayWeekend work
$23 - $28 per hour
...Client Relations & Loan Originator Support Associate About C2 Financial: C2 Financial... ...paperwork Provide professional customer service and support via phone and email Support systems... ...and internal documentation Assist with branch updates, account setup, and operational...Hourly payFull timeWork at officeMonday to Friday- ...The University of San Diego is seeking an Account Resolution Coordinator to handle all facets of campus-based loans and cash handling in their Finance Office. Candidates should have a high school diploma, at least two years of cash handling experience, and the ability...Hourly payWork at office
- ...are looking for a fulfilling career, the Branch Office Administrator (BOA) role may be... ...yourself… Delivering exceptional personalized service to ensure clients feel understood and... ...the financial advisor. Process account transactions, prepare documentation, and maintain...Temporary workWork at officeHome officeFlexible hours
$20 - $21.5 per hour
...Responsibilities Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers... ...new customer relationships Cross sell and refer bank products such as (depository...Weekend work$28.84 - $38.46 per hour
...information or knowledge of any events or transactions that could cause a reasonable person to... ...about bank deposit products and service charges, ATM and debit card usage and limits... ...disclosures. # Assists with preparing loan approval tickets. # Assists with collecting...Hourly payWork at office$20 - $24 per hour
...are dedicated to providing our customers with the utmost best service. Sandy Vans is constantly gaining smiles per gallon. Job Overview... ...the sales team to identify opportunities for upselling and cross-selling. Maintain organized records of customer interactions and feedback...Temporary workWork at officeMonday to Friday$24.76 - $27 per hour
...Hermès San Diego Boutique Selling And Service Assistant The Hermès San Diego Boutique opened in 2008 and focuses on providing extraordinary... ...for processing and ensuring the accuracy of all transactions (including receptions, CRM, SKUs, monetary payment and client...Hourly payWork at officeFlexible hours$17.68 - $23.56 per hour
...protection and professional settlement services for real estate purchases, refinances and equity loans. Since 1889, First American (... ...team projects, events, and cross-functional coordination*... ...administrating or facilitating financial transactions, and the ability to meet...Work at officeLocal area- ...looking for a CASHIER to process all store transactions with customers accurately and... ..., providing change, bagging purchases, cross-sell and introduce new products, addressing... ...transactions while delivering friendly customer service. JOB DESCRIPTION:...Work experience placementFlexible hoursShift workAfternoon shift
- ...Conditioning and Benjamin Franklin Plumbing . Every day we have service opportunities that simply require fast, professional follow-up... ..., especially during slower periods Support HVAC and plumbing cross-sell opportunities as programs expand Role Scope This is a lead...Work at officeImmediate startMonday to Friday
$30.9 - $37.76 per hour
...and educating clients on available deposit and loan products and services, and recommending solutions based on each... ...including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve...Temporary work$310k - $390k
...LLP is seeking an associate to join our cutting-edge Technology Transactions & Privacy practice. This position is available in multiple... ...also have subject matter expertise in enterprise software, cloud services, outsourcing, artificial intelligence, blockchain, financial...$20 - $21 per hour
..., along with a strong ability to provide exceptional customer service. CORE VALUES- Be Kind, Own It, Work Together, Communicate, Mentor... ...on products offered and discuss available options Cross sell products Team up with co-workers to ensure proper customer service...Hourly payPart timeWork experience placementCasual workFlexible hoursAfternoon shift$73.41k - $97.88k
...experience closing **both transactional and enterprise deals**... ...* Experience selling to creative, production... ...education assistance, student loan assistance program,... ...with a broad cross-cultural perspective.... ...in the U.S. uniformed services, sexual orientation, gender...Summer workLocal areaRemote workHome office- ...individual and team sales, achieve KPIs, and provide personalized service through product knowledge and attentive care.... ...relationships and future opportunities. Embrace omni‑channel selling and proactively cross‑sell across departments to maximize sales. Maintain high standards...
- ...The Client Experience Specialist is a service‑mindful professional who manages all non‑licensed aspects of the real estate transaction, from contract to close, to create a seamless... ...thrives on empowerment, innovation and cross‑company collaboration as we keep moving the...Contract workTemporary workRemote workWorldwideRelocation
- ...North Island Credit Union is hiring a Financial Service Representative in San Diego, CA. The position focuses on developing member relationships, opening new accounts, and originating consumer loans. Candidates should have strong communication skills and at least 2-3...Full time
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