Member Service & Financial Solutions Advisor II
Credit Union of Southern California
Credit Union of Southern California is seeking a Member Service Officer II in Pomona, CA to deliver exceptional member experiences by identifying and matching CU SoCal products to member needs. The role requires strong communication and a service mindset with ability to navigate credit union systems. We emphasize CARE, teamwork, and a responsive service culture. Flexible hours including weekends may be required; the CU SoCal environment supports career growth and competitive pay. #J-18808-Ljbffr Credit Union of Southern California
- CU SoCal in Pomona, CA is seeking a Member Service Officer II to act as a trusted financial advisor, identifying needs and matching credit union products and services to members. The role supports branch operations with typical hours Mon-Fri 8:30-5:30 and Saturdays 8:45...SuggestedWeekend work
$82.01k - $118.92k
...Niagara, we're looking for Team Members who want to be part of... ...packages for our Team Members. Financial Analyst II The Financial Analyst II... ...root causes, and recommend solutions. Utilize ERP systems,... ...pet plans, pre-paid legal services, identity theft, car rental...SuggestedFull timeTemporary workPart timeWork experience placementInternshipSeasonal workLocal areaImmediate startFlexible hours- ...Financial Solutions Advisor - Northern Inland Empire Area Corona, California;Chino, California; Fontana, California To proceed with your... ...backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Benefits Life insurance Team Member Travel Reward ROTH SIMPLE IRA Bonus based on performance Dental insurance Flexible schedule... ...for advancement Paid time off Training & development As a financial services rep with Peggy Langin State Farm Agency, you will...SuggestedFlexible hours
- Bank of America in Pomona, CA is seeking a Customer Service Banker to engage clients in the lobby, educate on self-service options... ..., drive the client experience, and connect customers to financial solutions. The role requires strong communication, problem solving, and...SuggestedHourly payWeekend work
$72k - $90k
...delivering cutting-edge technology solutions for our clients. Founded... ...management in a professional services or consulting environment.... ...to manage budgets, analyze financial reports, and track profitability... ..., and respect for all team members, ensuring that WWT remains a...Full timeRemote workShift work$22 - $25 per hour
...cycles due to our team members' drive and optimism.... ...make a difference in the financial future of our... ...selling bank products/services, referring customers to... ...appropriate financial solutions and recommendations and... ...appropriate (e.g. Financial Advisors, Mortgage Loan...Full timeFlexible hoursWeekend work$70k - $80k
...thresholds. Meet with clients to review financial and investment goals, build a financial... ...annuities, banking, and money management solutions. Recommend banking and investment strategies... ...on client needs and potential product services recommended. Required Qualifications...Monday to FridayShift workDay shift$70k - $80k
Bank of America is looking for a Financial Advisor in La Verne, California. You will provide comprehensive advice and solutions to help clients achieve their financial goals by planning and making investment recommendations. Successful candidates will have their Series...- Bank of America is seeking a Financial Advisor to provide customized financial solutions and advice to clients. The role includes developing financial plans, reviewing investment goals, and managing client relationships. Candidates should possess Series 7 & 66 licenses...
- Bank of America seeks a Financial Advisor in San Dimas, California, responsible for providing tailored financial advice and solutions to clients. You'll build financial plans and recommend... ...year in the investment and financial services industry, with active Series 7 and 66...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...investment adviser, broker-dealer, and member of FINRA and SIPC, and...Full timeContract workFor contractorsWork at office$70k - $80k
...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... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$50k - $60k
...Relations Representative - State Farm Agent Team Member with Kristi Kim - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your... ...: 3+ years of experience in financial services. Analytical and communication skills. Series...$50k - $60k
...Relations Representative - State Farm Agent Team Member with Kristi Kim - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your... ...3+ years of experience in financial services. Analytical and communication skills. Series...For contractorsWork at office- ...serve to make better and smarter financial decisions and enabling the... ...experience in customer service and sales. The successful candidate... ..., and recommending financial solutions based on each customer's... ...total rewards considers our team members' whole selves and what may be...Temporary workLocal area
$25.49 - $31.15 per hour
...available deposit and loan products and services, and recommending solutions based on each customer's unique... ...questions and learning about their financial needs, and banking channel... ...collaborative partnerships with branch team members and partners to best serve clients....Temporary work$21.68 - $26.5 per hour
...we serve to make better and smarter financial decisions and enabling the... ...available deposit and loan products and services, and recommending solutions based on each customer's unique goals... ...collaborative partnerships with branch team members and partners to best serve clients....Temporary work- We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Financial Advisor Scheduled Weekly Hours: 40 What You’ll Be Doing Provides excellent service to Members seeking information on alternative investment products offered through...Work at officeRemote work3 days per week
- ...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... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Bank of America in Glendora, California seeks a Financial Advisor to provide tailored financial solutions to clients. Key responsibilities include assessing client needs and asset thresholds, creating financial plans, and recommending investment products. Required qualifications...
- Bank of America is seeking a Financial Advisor located in Baldwin Park, California. This role... ...focus on delivering customized financial solutions to clients, including brokerage... ...experience in the investments and financial services industries, and strong communication...Monday to Friday
- Bank of America is seeking a Financial Advisor in Walnut, California, to provide clients with... ...comprehensive advice and tailored financial solutions. The role involves understanding... ...experience in the investments and financial services industry. This position requires open...
- Bank of America in Baldwin Park seeks a frontline financial center associate to uncover personal banking needs, assist with self-service transactions, and deepen client relationships. You will connect clients to specialists, train them on digital tools, and ensure accurate...Weekend work
$23 - $26 per hour
...Performance Bonus Build a Career, Not Just a Job Our established State Farm agency is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals. This position offers an...Hourly payRelocation package$25 - $28.75 per hour
...Claremont, CA Financial Aid Advisor Primary Purpose/General Description Reporting to the Director... ...Loan Department in the Claremont College Services (TCCS) concerning the approval,... ...work successfully individually and as a member of a team. Ability to work with diverse...Hourly payFull timeWork at officeMonday to Friday- Position: Consumer Loan Servicing Specialist Location: 12701 Schabarum Ave Irwindale... ...3 days per week in office. Help Members Navigate Life's Biggest Financial Moments At Rize Credit Union, we... ...improvements, and recommending solutions that balance member experience and...Hourly payFull timePart timeWork at officeRemote workMonday to FridayRotating shift2 days per week3 days per week
- ..., driven, collaborative, and solutions oriented. We are dedicated in... ...provide exceptional customer service to make a difference in the lives... ...assessment and analysis of financial condition and risk of... ...of managers, customers, and members of the general public. Skills...For contractorsBank staffWork at office
$50k - $60k
...Relations Representative - State Farm Agent Team Member with Kristi Kim - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your... ...: ~3+ years of experience in financial services. ~ Analytical and communication skills....- ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Use a customer-focused, needs... ...market appropriate products and services. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus...Hourly payFor contractorsFlexible hours
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