Financial Service Representative
One United
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
Serves customers at a window, processes a variety of customer transactions within approved limits, balances cash and transactions. Receives commercial and individual checking deposits, verifies cash and endorsements, issues receipts either at the window or by mail. Accepts checks for cashing or paying, verifies endorsements validity, availability of funds and makes changes. Refers large or unusual or questionable transactions to the supervisor. Receives savings and club deposits, pays withdrawals after verifying balances and signatures. Receives mortgage, installment loan, cash reserve or any other payments, checking the due date. Sells money orders, treasurer’s check, US savings bonds, and traveler’s checks. Receives US savings bonds for payment. Cross sells the banks services whenever possible. Make concentrated effort to solve customer problems. May perform related clerical functions such as filing signature cards, or typing duties as requested by the supervisor.MINIMUM QUALIFICATIONS:
High School Diploma or GED required. Associate’s Degree or equivalent a plus. 2 years of cash handling and customer service experience in retail environment required. 1 year of banking experience a plus. The Bank is in full compliance with the Americans with Disabilities Act (ADA) and does not discriminate with regard to applicants or employees with disabilities, and will make reasonable accommodation when necessary. OneUnited Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. #J-18808-Ljbffr One UnitedVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Service Representative in Los Angeles, CA vacancy
$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 area$22.22 - $26.66 per hour
...Financial Services Representative (Los Angeles Metropolitan) Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses...SuggestedHourly payWork at officeLocal area$38k - $60k
...Senior Financial Services Representative The Senior Financial Services Representative is responsible for developing and managing retail banking relationships in accordance with the Bank's core values and prescribed sales process. Position identifies all financial services...SuggestedWork experience placement$45k - $75k
...Financial Services Representative Have a passion for helping people? Join our team as a Financial Services Representative where you'll support Fidelity's customers while building a great foundation for a career in financial planning and advice. Supercharge your early...SuggestedRemote workWork from home1 day per week$57.6k - $66.1k
...the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give... ...have previous experience in Financial Representative role What’s in it for you At Schwab, you...SuggestedDay shift$52.8k
...helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment...Full timeShift workNight shift- ...hiring! Jumpstart your career by attending our Virtual Hiring Event, where you’ll have the chance to learn about our Financial Services Representative role, build connections with current Schwabbies, and be invited to interview with one of our Talent Advisors. If you’...Day shift
$150k - $200k
...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 understand...For contractorsWork at office$36k - $68k
...identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success... ...Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Excellent...Hourly payFor contractorsWork at officeFlexible hours$26 - $32.99 per hour
...dedicated staff the community has come to know and trust, USCVHH brings patients the latest medical advancements and 24/7 emergency services. Join this world-class team providing highly-specialized care, up-to-the-minute research and innovative clinical trials. USC is...Hourly payFull timeWork experience placementLocal areaShift work$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$28 - $32 per hour
About Altior Healthcare Our family of services comprises three distinct mental health treatment programs, including a specialized... ...are seeking a detail‑oriented and compassionate Patient Financial Services Representative to join our team. The ideal candidate will possess...Hourly payContract workFor contractorsFor subcontractorWork at officeLocal areaRemote work2 days per week- ...Job Description Job Description General Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to...Work at office
- ...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
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Local area
- ...Financial Administrative Representative (ER) Nights Duration: 13 Weeks (Contract, possible extension) Location: 1225 Wilshire Blvd, Los Angeles, CA... ...financial obligations. This role focuses on: Point-of-service (POS) collections Insurance verification and...Contract workShift workNight shift
$150k
...into something more meaningful? At Beer Financial Group (BFG), we’re driven by a vision... ...today and for generations to come. Our representatives play a vital role in helping clients achieve... ...confidently transition into financial services. You’ll be surrounded by a team that’s...Full timeWork at officeLocal areaRemote workFlexible hours- ...highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll... ...professionals to provide comprehensive and innovative financial planning services to clients. At Northwestern Mutual, we're committed to...Work at office
- ...Join Our Team: Mortgage Loan Servicing Representative Do you enjoy solving problems, helping people, and keeping things running smoothly... ...diploma or equivalent At least 2 years of experience in a financial institution, preferably in mortgage loan servicing...Work experience placementMonday to Friday
- ## Personal Banker (Member Service Representative III)Applyremote type: Onsitelocations: Pico Rivera, CAtime type: Part timeposted on: Posted 18 Days Agojob requisition id: JR105566We’re always looking for diverse, talented, service-oriented people to join our exceptional...
- ...Personal Banker/Branch Service RepresentativeThe Personal Banker/Branch Service Representative will assume, but not be limited to, the following responsibilities:Responds... ...reason for loan decision.Determines members' financial needs and provides products and service...Full timeImmediate startFlexible hours
- ...Personal Banker (Member Service Representative III)We're always looking for diverse, talented, service-oriented people to join our exceptional team.The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of...
$26.62 - $38.6 per hour
...We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) Pay Range $26.62 - $38.60 Scheduled Weekly Hours 30 This position is for our Northridge Branch located at 8601 Devonshire...Part time- ...General Summary: Provide exceptional member service; using Automated Decision Systems,... ...the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve... ...environment characteristics described here are representative of those an employee encounters while...Work at officeMonday to Friday
$24.56 - $35.62 per hour
...Personal Banker (Member Service Representative II) Providing world‑class member service to individuals visiting branch or service center locations. Responsible for promoting credit union products and services, processing transactions related to savings, loans, and auxiliary...Hourly payNight shiftDay shiftAfternoon shift$52.8k
Charles Schwab's service team educates clients on investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with clients on inbound calls, own issues, and strive for the best solution while pursuing licensing through the Schwab Service...- A financial services company is hiring a Registered Client Service Associate to provide exceptional client service. The role involves supporting Financial Advisor teams, executing transactions, and managing client inquiries. Ideal candidates will possess strong organizational...Part timeFlexible hours
- A leading financial services firm in Los Angeles is seeking a highly motivated Sr. Managing Director in Accounting & Finance Solutions. This mid-senior level role involves driving financial planning and strategic decision-making, with responsibilities including forecasting...Contract work
$24.44 - $35.26 per hour
...Branch Member Service Representative III LAFCU's Branch Member Service Representative III provides excellent service to Members and Non-Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships...Hourly payFull timeWork at office$23 - $25 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...candidates with 3 years to 5 years minimum experience in customer service and sales. The successful candidate will be hired for the level...Temporary workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Service Representative. Be the first to apply!
Related searches
- international financial advisor Los Angeles, CA
- financial advisor Los Angeles, CA
- financial associate Los Angeles, CA
- oracle financial functional consultant Los Angeles, CA
- estate planning consultant Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- financial advisor associate Los Angeles, CA
- financial planning associate Los Angeles, CA
- financial planning assistant Los Angeles, CA
- finance associate Los Angeles, CA



