Financial Services Rep: Member Lending & Wellness Advocate
CommonWealth Central Credit Union
CommonWealth Central Credit Union in San Jose, CA is seeking a full-time Financial Services Representative to fulfill members' financial needs and process loans. The role requires handling transactions, assisting with online banking inquiries, and promoting additional products and services with a strong focus on customer service. Ideal candidates will have 6 months to 2 years of related experience, excellent verbal and written communication, and a professional appearance. #J-18808-Ljbffr CommonWealth Central Credit Union
- CommonWealth in San Jose, CA is seeking a Financial Services Representative to support members' financial health and needs through friendly service and accurate transactions. The role focuses on opening memberships, accounts and loans, assisting online banking inquiries...Suggested
- ...Call Center Representative to provide compassionate service and support to members seeking financial solutions. You will handle telephone requests, answer... ...opportunities to grow within a values-driven workplace and financial wellness benefits. #J-18808-Ljbffr CommonwealthcuSuggested
- CommonWealth Central Credit Union in San Jose is seeking a full-time Financial Services Representative to help members achieve their financial goals through proactive wellness discussions and personalized service. You will assist with transactions, account openings, loans...SuggestedFull time
$29.77 - $33 per hour
SUMMARY The Senior Financial Services Representative will perform a wide variety... ...related to the handling of member transactions, assisting in... ...process basic financial and lending transactions.... ...systems, and procedures, as well as taking advantage of the continuous...SuggestedFull time- ...myself and my team, we provide personalized financial solutions to our clients. We specialize... ...futures. In addition to investment services, we offer a broad range of insurance products... ...including personal and commercial insurance, as well as life and health insurance solutions,...SuggestedFull timeWork at office
- State Farm Agent Financial Services Representative Team Member Are you naturally outgoing, energetic and customer focused? Looking to expand on your financial services experience or enhance your professional skills? Searching for a job that's personally and financially...Work at office
$50.1k - $82.8k
...ServiceDelivers exceptional service to BMO customers and... ...and guidance regarding financial solutions that are in... ...banking, retail investments, lending solutions, home... ...procedures.Acts as a key member of a collaborative and... ...discretionary bonuses, as well as other perks and...Part timeLocal areaImmediate startDay shift- ...purpose to help make financial lives better through the... ..., and financial wellness through affordable, competitive... ...shaped by military service, community college... ...experts in small business, lending, and investments... ...investment adviser, Member SIPC and a wholly owned...Work at officeFlexible hoursShift workWeekend workDay shift
- ...BankerThe Relationship Banker assists members with a full range of financial products and services in a retail branch setting,... ...not limited to mortgage, auto lending, and market development. The incumbent... ...events (Member Company wellness fairs, community events, and activities...Work at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftEarly shift
$50.1k - $82.8k
...preferred.Delivers exceptional service to BMO customers and... ...and guidance regarding financial solutions that are in... ..., retail investments, lending solutions, home... ...procedures.Acts as a key member of a collaborative and... ...required for this position as well as restrictions on...Contract workPart timeLocal areaImmediate startDay shift$27.25 - $34.05 per hour
...Union, we’re more than just a financial institution—we’re a community... ...We proudly serve over 40,000 members across Santa Clara, San... ...We’re looking for passionate, service-driven individuals who believe... ...assistance program Financial Wellness benefits and resources Tuition...Full time$70.32k
...delivering extraordinary customer service while maintaining a strong... ...solutions to meet their financial needs. As a Private Client Advisor... ...and investment advisor, member of FINRA and SIPC. Annuities... ...coverage, on-site health and wellness centers, a retirement savings...$50k - $100k
...their team. As a State Farm team member for Rolando Suarez - State... ...appropriate products and services. As An Agent Team Member,... ...about the role insurance and financial products play in helping people... ...fun while we are doing it! Our well-trained team uses state of the...For contractorsWork at officeImmediate start$29.08 - $35.54 per hour
...serve to make better and smarter financial decisions and enabling the... ...and loan products and services, and recommending solutions based... ...partnerships with branch team members and partners to best serve clients... ...Fair Chance Act as well as the San Francisco Fair Chance...Temporary workLocal area- ...Financial Solutions Advisor Registration Candidate- San Jose Market... ...physical, emotional, and financial wellness, recognizing and rewarding... ...of one year of financial services industry or sales experience... ...registered investment adviser, Member SIPC and a wholly owned subsidiary...Work at officeImmediate startMonday to FridayShift workDay shift
$118.5k
...looking for an opportunity to break into the financial services industry! Our successful entry-level... ...goals • Be a coachable, organized team member interested in pursuing training... ...financial advisor or financial consultant, as well interest in the financial industry and...Contract workWork at office$29 - $36 per hour
...mission to "deliver a better financial life to members" through every interaction.... ...Spanish Full-time Member Services Officer/Universal Teller to... ...digital product information; is well versed on the Credit Union'... ...members to assist with lending needs - through questions,...Hourly payFull timeLocal areaNight shift$19 - $24 per hour
...agency dedicated to providing exceptional service to our customers. We are currently... ...a Receptionist - State Farm Agent Team Member. Our ideal candidate is highly organized... ...Ambitious? This busy insurance and financial services office has a passion to make a...Hourly payFor contractorsWork at officeLocal areaFlexible hours- ...VP, Legal – Consumer Financial Services (CFS), Credit & VenmoPayPal is seeking an exceptional senior... ...financial services law, credit and lending regulations, buy now pay later products... ...empathetic leader who can empower team members to achieve at a consistently high level...Fixed term contract
- ...Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing book, grow a client base, and deliver... ...role develops your business in a collaborative, member-focused environment. #J-18808-Ljbffr KeyPoint...
- ...strongest and most respected financial companies in America today. For... ...Round Table, with more members than any other financial institution... ...'s (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of... ...the most comprehensive and well-respected training programs in...Full timeWork at officeHome office
$106k - $150k
...dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning... ...stage, and help clients achieve financial wellness. Take prompt action to address service needs and look for solutions to enhance the...Temporary workLocal area- ...helped millions of hardworking people with a variety of personalized financial solutions. We are a nationally recognized, fully licensed financial services company with over 800 locations and online lending services. We are currently seeking highly-skilled, career-...Full timeCasual workBank staffWork at office
$42k - $55k
...Receptionist - State Farm Agent Team Member Art Holland - State Farm Agent is a leading... ...dedicated to providing exceptional service to our customers. We are currently seeking... ...help customers with their insurance and financial services needs, including auto insurance...Work at officeFlexible hours$25 - $27.88 per hour
...common purpose to help make financial lives better through the power... ...physical, emotional, and financial wellness, recognizing and rewarding... ...transactions through self-service resources, such as mobile banking... ...experts in small business, lending, and investments Manages...Hourly payWork at officeShift workWeekend workDay shift- ...common purpose to help make financial lives better through the power... ...physical, emotional, and financial wellness through affordable,... ...- whether shaped by military service, community college education,... ...with experts in small business, lending, and investments Manages financial...Work at officeFlexible hoursShift workWeekend workDay shift
- ...common purpose to help make financial lives better through the power... ...physical, emotional, and financial wellness, recognizing and rewarding... ...transactions through self-service resources, such as mobile banking... ...experts in small business, lending, and investments Manages...Work at officeShift workWeekend workDay shift
- ...serve to make better and smarter financial decisions and enabling the... ...and loan products and services, and recommending solutions based... ...partnerships with branch team members and partners to best serve clients... ...Fair Chance Act as well as the San Francisco Fair Chance...Local area
$26 - $30.83 per hour
...common purpose to help make financial lives better through the power... ...physical, emotional, and financial wellness through affordable,... ...mortgage needs and is the primary lending specialist working full time... ...specialized and personalized service offering advice and guidance...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal... ...them to the right banking products, services, and digital tools to help them manage... ...balance service with growth. As a member of a leading financial institution, this role provides a strong...Hourly payWork experience placementFlexible hours
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