Member Services & Financial Solutions Advisor
California Coast Credit
California Coast Credit Union is seeking a customer-focused associate in San Marcos, CA, dedicated to providing exceptional service and cross-selling financial products. You'll support members, open new accounts, and help manage loans while upholding compliance and quality standards. This role emphasizes teamwork, strong communication, and relationship-building, with a focus on delivering a positive member experience and contributing to growth targets in a supportive, community-oriented setting. #J-18808-Ljbffr California Coast Credit
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis... ...investment adviser, broker‑dealer, and member of FINRA and SIPC, and...SuggestedFull timeContract workFor contractorsWork at office- California Coast Credit Union in San Marcos, CA is hiring for a full-time member service role focused on exceptional service and cross-selling financial products. You will open new accounts, process loans, and ensure documentation is accurate and complete, while following...SuggestedFull time
$21.94 - $32.91 per hour
Overview As a Universal Service Representative you are responsible... ...have experience working in a financial institution, this job is for... ...Frontwave Credit Union is a member-owned not-for-profit financial... ...focused on creating consumer solutions to provide our members and the...SuggestedRemote workFlexible hours- ...guided by a common purpose to help make financial lives better through the power of every... ...paths - whether shaped by military service, community college education, or a wide... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is hiring for a Financial Center Associate to assist clients in the lobby with self-service banking and cash transactions. You will educate customers on... ...banking, answer questions, and guide them to solutions that meet their financial needs. The role requires...SuggestedRelocationWeekend work
- ...branch environment, delivering hospitable and insightful service while leveraging modern banking tools. You will take... ..., and retaining client relationships, applying financial knowledge to offer thoughtful solutions and support to customers. The role requires aligning...
- ...ll have the chance to learn about our Financial Services Representative role, build connections... ...invited to interview with one of our Talent Advisors. If you’re passionate about serving... ...issues to offer the best possible solution. You’ll also take charge of your own professional...Day shift
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and learn to build and manage client relationships while delivering banking and investment solutions. You will start in a financial center, develop core advisory...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s...Work at office$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business... ...· Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern Mutual's proprietary...For contractorsWork at office- ...expenses. In this role, our team members thrive in a competitive... ...ensuring timely and efficient service Exceed customer expectations... ...cycle, presenting tailored solutions based on customer needs Manage... ...on start date) OneMain Financial (NYSE: OMF) is the leader in...Local areaMonday to Friday
- ...accounts while guiding customers to digital banking solutions. The role emphasizes face-to-face engagement and accurate service delivery. Applicants should provide excellent... ...with branch teams to deliver compliant financial solutions and a superior client experience. #J...
$20 - $24 per hour
...the bank's Breakthrough Client Service Standards. With guidance from... ...provides proactive solutions in alignment with the bank's... ...Discuss and uncover customer's financial needs to identify and offer appropriate... ...requested directly by a member of the Talent Acquisition team...Full timeLocal areaNight shift- Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern... ...organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the...Local area
- OneMain Financial is hiring Loan Sales Specialists to empower customers with access to financing for life's expenses. You will listen to needs, present tailored loan solutions, and support customers across the loan lifecycle in a fast-paced, compliant environment. The role...
- ...sexpenses.In this role, our team members thrive in a competitive... ...ensuringtimelyand efficient service Exceed customer expectations... ...life cycle, presenting tailored solutions based on customer needs Manage... ...is dedicated to improving the financial well-being of hardworking...Local areaMonday to Friday
$21 - $31.52 per hour
...Salary Range: $21.00 To $31.52 Hourly California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities...Hourly payFull timeWork at office- Frontwave Credit Union seeks an Associate Financial Advisor to assist members with financial needs, identify investment and insurance solutions, and support the financial advisor in complex client work. Some travel to other branches may be required and ongoing training...
- Modern Woodmen of America seeks financial representatives to craft tailored financial plans, guiding members through insurance and investment options. You’ll present strategies... ...building, mentoring, and long‑term service to members, with education and training provided...
- Frontwave Credit Union is seeking an Associate Financial Advisor who will identify member financial needs and present suitable investment and insurance solutions within licensing limits. The role supports the Financial Advisor, assists with marketing to employees and members...
- ...operations, process and efficiency. This team leads food and food services including replenishment, inventory accuracy, food safety,... ...Beverage areas of the store. At Target, we believe in our team members having meaningful experiences that help them build and develop...
- ...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...life priorities and connecting clients to solutions that meet the financial goals....Work at officeFlexible hoursShift workWeekend workDay shift
$20 - $25.14 per hour
...teller transactions, sharing digital solutions, and making appropriate... ...transactions Identify information and services to meet customers financial needs Required Qualifications,... ...professionalism with customers and team members Experience working with others...Hourly payWork experience placementWeekend work$20 - $24 per hour
...delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch... ..., and consistently provides proactive solutions in alignment with the bank's... ...changes.Discuss and uncover customer's financial needs to identify and offer appropriate...Night shift$26.92 - $36.54 per hour
...serve to make better and smarter financial decisions and enabling the communities... ...deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals... ...partnerships with branch team members and partners to best serve clients...Full timeTemporary workLocal area$25k
...year in 168 year history. The demand for financial planning tends to increase during... ...and we're growing our team of Financial Advisors to meet that demand. Have you ever thought... ...professional success. Prior financial services experience not needed -- extensive training...Work at officeFlexible hours$20 - $25.14 per hour
...teller transactions, sharing digital solutions, and making appropriate... ...transactions Identify information and services to meet customers financial needs Required Qualifications, US... ...professionalism with customers and team members Experience working with others...Hourly payWork experience placementWeekend work- OneMain Financial Group is seeking a Loan Sales Specialist in California. This on-site role involves engaging customers throughout the loan lifecycle, presenting tailored financing options, and guiding them through the process with empathy and clarity. The position emphasizes...
- C3bank is seeking a Branch Service Representative II to join our team in Encinitas, CA. You will handle teller transactions, assist customers with deposits, withdrawals, transfers, and online banking inquiries while maintaining adherence to bank policies and procedures....
- Jobot in Encinitas, CA is hiring a Branch Service Representative II to deliver frontline banking service, handle routine teller tasks, and support customer needs across deposits and transfers. You will work under the Branch Manager to ensure accuracy, security, and efficient...
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