Financial Services Representative
Clearpath Federal Credit Union
Job Description
Job Description
Financial Services Representative, 35 hours per week- in Compton, CA. Clearpath Federal Credit Union is looking for a highly motivated, dynamic, and enthusiastic individual. The ideal candidate will have a minimum of 2 years of financial service experience and the ability to communicate effectively, courteously, and professionally. This position is responsible for a variety of member services functions including but not limited to opening accounts, opening and maintaining certificates, money market and IRA accounts, performing back-office functions/duties as needed, and providing account information by phone, in person, or via the internet on a full range of credit union products and services. Required skills/experience: detail-oriented, ability to multi-task, good organization skills, solid sales, and serviceability. Bilingual Spanish, knowledge of Symitar, and credit union/financial institution work experience is a plus! We offer a competitive salary and incentive program.
Note: This facility is restricted access only and is not open to the general public. It is in a distribution center campus and only available to employees who work at that campus.Interviews will be conducted in Burbank.
If hired, training will be completed in Burbank.
Clearpath FCU's journey began in 1954 as the exclusive credit union for Ralphs employees. Over the years, our mission has expanded to empower not only Ralphs, Food4Less, Jons, and numerous other company employees but also the wider community, helping everyone benefit from a Clearpath FCU membership. In addition, our commitment to giving back extends through our charitable association, Clear Giving Charitable Association, that donates funds to charities in Southern California.
Company Description
Clearpath FCU's journey began in 1954 as the exclusive credit union for Ralphs employees. Over the years, our mission has expanded to empower not only Ralphs, Food4Less, Jons, and numerous other company employees but also the wider community, helping everyone benefit from a Clearpath FCU membership. In addition, our commitment to giving back extends through our charitable association, Clear Giving Charitable Association, that donates funds to charities in Southern California.
$22.22 - $26.66 per hour
...the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth... ..., there’s no stopping you! Job Title: Financial Services Representative (Los Angeles Metropolitan) Job Description: Summary:...SuggestedHourly payFull timeWork at officeLocal areaEnterprise Bank and Trust
Los Angeles, CA15 days ago$15 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...SuggestedHourly payWork at officeLocal areaShift work$15 - $17 per hour
...of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services...SuggestedHourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$38k - $60k
...Angeles, CA, US 10 days ago Requisition ID: 2098 Salary Range: $38,000.00 To $60,000.00 Annually SUMMARY The Senior Financial Services Representative is responsible for developing and managing retail banking relationships in accordance with the Bank’s core values and...SuggestedFull timeWork experience placement- 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...Suggested
- ...Inc., an Integrity Marketing Group company, is a national financial services marketing organization focused on transforming the culture... ...information can be found at Role Description The Financial Services Representative is a full-time, on-site role based in the Los Angeles...Full timePart timeFlexible hoursAfternoon shift
- ...about helping individuals and families protect what matters most? Our State Farm agency is seeking a customer-focused Financial Services Representative with a strong emphasis on life and health insurance solutions. In this role, you will work closely with customers to...
$50k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member with Julie Montenegro - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient...For contractors- ...Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals and...Permanent employmentTemporary work
Guardian Life
Los Angeles, CA3 days ago - ...development Vision insurance At Salinas Financial Group, we are committed to developing... ...individuals transitioning into a financial representative role are supported every step of the... ...leadership experience into her financial services career. Passionate About: Spending time...Work at officeWork from homeVisa sponsorshipFlexible hours
Salinas Financial Group
Manhattan Beach, CA3 days ago - ...Day in the Life of a Northwestern Mutual Advisor: About the Financial Representative Role As a Financial Representative at Northwestern Mutual,... ...is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not...Work at officeWork from homeVisa sponsorshipFlexible hours
Salinas Financial Group
Manhattan Beach, CA10 hours ago - ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security... ...for the purpose of sales, conservation, and service.Adequately prepares for and conducts all...Work at officeLocal area
Western & Southern Life
Cerritos, CA4 days ago - ...Description As an Entry-Level Financial Representative with Northwestern Mutual, you'll be at the forefront of empowering individuals and... ...resources to continuously improve your financial expertise and service delivery. • Build and maintain strong relationships with...
Northwestern Mutual Life Insurance Company
Los Angeles, CA1 day ago - ...driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a... ...comprehensive and innovative financial planning services to clients. Responsibilities: Build and... ...for our clients. Our Financial Representatives are valued partners, and proud business...Work experience placementWork at office
Northwestern Mutual
Los Angeles, CA10 hours ago - ...Allstate Financial Specialist Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support... ...Advisor, Financial Planner, Registered Representative or Investment Representative preferred. Professional...For contractorsWork at office
$60k - $80k
...development Vision insurance At Beer Financial Group (BFG), we’re driven by a vision... ...and for generations to come. Our representatives play a vital role in helping clients... ...that provides a wide range of financial services to more than 5 million people. As a mutual...Full timeWork at officeLocal areaRemote workVisa sponsorshipFlexible hours3 days per week- JPMorgan Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build trusted relationships and provide an exceptional...
$90k - $160k
...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...Full timeWork experience placementLocal areaBerkeley Research Group, LLC
Los Angeles, CA17 hours ago- ...re always looking for diverse, talented, service-oriented people to join our exceptional team.Personal Banker (Member Service Representative II)The pay range for this position is... ...and productivity standards.Accomplishes financial objectives by forecasting requirements;...Temporary workNight shiftDay shiftAfternoon shift
- ...and understand what may be standing between a client and their financial goals * Explain credit, scoring, utilization, account... ..., automotive finance, consumer finance, banking, or financial-services experience is a major plus. Most importantly, you need to be...
Score Pros
Los Angeles, CA24 days ago - ...Description Job Description The Personal Banker/Branch Service Representative will assume, but not be limited to, the following responsibilities... ...explains reason for loan decision. Determines members' financial needs and provides products and service information to them...Full timeImmediate startFlexible hours
First City Credit Union
Los Angeles, CA17 days ago - ...support our broader purpose.Think of us as financial partners, because at Columbia, we... ...will have access to a shared financial services assistant. Advisors will be eligible to... ...financial planner, investment advisor Representative, or wealth manager.Strong marketing and...Full timeImmediate start
Columbia Bank
Los Angeles, CA4 hours ago $45.76k - $57.2k
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving... .... As a primary point of contact for customers, you represent the branch through strong service, attention to detail, and...Part timeWork experience placement$20 - $23 per hour
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Rene... ...dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payFor contractorsWork at office- ...Financial Consultant – Mortgage & Banking Professionals (1099 POSITION) Los Angeles | Remote & Hybrid Flexibility | Training Provided... ...expand their impact while building a rewarding career in financial services. If you enjoy helping individuals make important financial...Full timePart timeFor contractorsBank staffRemote workFlexible hours
Atlasfinancialsolutions Co
Los Angeles, CA4 days ago - ...Job Description Job Description Sr. Financial Analyst [Interim Consultant] Duration: 3-6 months or longer Work Model: Hybrid Our Client is a reputable regional Professional Services Firm based in Downtown Los Angeles and they're seeking an dynamic and...Interim role
Vertical Careers, Inc.
Los Angeles, CA28 days ago $67.41k - $79.5k
...technical innovation, operational excellence, and empathetic partner service to the frontiers of digital advertising. OpenX Technologies,... ...candidate will be a highly engaged and intellectually curious financial professional with one to two years of finance and analytical...$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 hoursEdward Jones
Los Angeles, CA10 hours ago$105k - $110k
StaffingForce is seeking a Senior Financial Analyst in Carson, CA to enhance business performance through financial planning and analysis. The role supports budgeting, forecasting, and provides insights on financial operations. Ideal candidates have a Bachelor’s degree...- A forward-thinking financial services company is seeking a Senior Financial Analyst for a remote position to collaborate closely with leadership. Responsibilities include building forecasting models, managing financial reviews, and engaging in vendor negotiations. A Bachelor...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- hospital customer service representative Compton, CA
- customer service representative data entry Compton, CA
- client service specialist Compton, CA
- customer success specialist Compton, CA
- service agent Compton, CA
- e-commerce customer service representative Compton, CA
- customer advisor Compton, CA
- employee relations assistant Compton, CA
- customer associate Compton, CA
- customer relations specialist Compton, CA