Financial Services Advisor II
$26 - $27 per hourKeyPoint Credit Union
KeyPoint Credit Union is looking for a Financial Service Representative II in Cupertino, CA. This full-time role involves building relationships with members and assisting them with financial needs, including loans and credit union products. The ideal candidate will have 2 years of customer service experience, a High School Diploma, and excellent communication skills. Salary ranges from $26 to $27 hourly, with opportunities for sales and community engagement. #J-18808-Ljbffr KeyPoint Credit Union
- jobr.pro is seeking a Financial Analyst II to provide comprehensive financial planning and analysis support for our Multiport organization in Sunnyvale, CA. This role is critical in delivering data-driven insights to improve business performance, budgeting, and forecasting...Suggested
$26 - $27 per hour
...application process. Full Time Clerical - Cupertino, CA, US Requisition ID: 1235 Salary Range: $26.00 - $27.00 Hourly The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of...SuggestedHourly payFull time$44.3k - $73k
...Personal Banker II - Milpitas Make banking a Fifth Third better We connect great... ...customers to understand and address their financial needs, the banker will provide solutions... ...by utilizing our consultative sales and service process. Responsible and accountable for...SuggestedWork at office- ...Milpitas, California is seeking a Personal Banker II to foster exceptional customer relationships and address financial needs. This position involves proactive outreach... ...will possess at least one year of customer service experience, ideally in a sales or financial environment...Suggested
$44.3k - $73k
Job Overview The Personal Banker II position provides an exceptional customer experience... ...customers understand and address their financial needs and provides solutions that span... ...lifecycle through a consultative sales and service process, while responsibly managing risk...SuggestedWork at office- Job Description Primary Function of the Position: The Financial Analyst 2 provides Financial Planning & Analysis (FP&A) support for the Multiport... ...pipeline and technical infrastructure. The Financial Analyst II plays a key role in forecasting, budgeting, financial analysis,...Work at officeLocal area
$83k - $110k
...diverse mix of talent coming from top-tier financial institutions, global technology companies... ...Paid Parental Leave Flexible, full-service childcare support with Kinside 401(k) with... ...defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green...Permanent employmentTemporary workCasual workWork at officeFlexible hours- ...Analyst I/II Position The San Jos Public Library is currently seeking to fill one... ...Senior Analyst of the Finance and Business Services (FBS) Unit. The Finance and Business... ...for tracking budget performance, analyzing financial data, preparing financial reports, and providing...Contract workWork at office
$45k - $75k
...Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official... ...with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for...Full time- ...purpose here.Job DescriptionPrimary Function of the Position:The Financial Analyst 2 provides Financial Planning & Analysis (FP&A) support... ...product pipeline and technical infrastructure. Financial Analyst II plays a key role in forecasting, budgeting, financial analysis,...Full timeWork at officeLocal areaWorldwideFlexible hoursShift work
$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...Temporary workImmediate startMonday to FridayShift workDay shift$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. The position focuses on triaging client leads, making referrals... ...needs. Triage client requests and make referrals to internal service providers based on client needs and asset thresholds. Identify...Monday to FridayShift workDay shift- ...Financial Analyst II Job location: Sunnyvale, CA Role of a BSA Work with Business, internal IT team and be part of a Coupa (software... ...Various Awards under "Fastest Growing IT Consulting and Software Company " and "Excellence in Technology Services " Intersources
- ...Financial Solutions Advisor Registration Candidate- San Jose Market San Jose, California To proceed... ..., Financial Solutions Advisor Stage II, where you will continue to practice the... ...or a minimum of one year of financial services industry or sales experience Skills...Work at officeImmediate startMonday to FridayShift workDay shift
$49.67 - $74.56 per hour
...here. At Apple, new ideas have a way of becoming great products, services, and customer experiences very quickly. Bring passion and... ...detail-oriented group that plays a critical role in ensuring financial accuracy, transparency, and operational efficiency across the...Contract workRelocation$27.79 - $34.87 per hour
...Financial Services Representative II Monta Loma / VAPA Position Summary The Financial Services Representative provides personalized service to members in order to attract, enhance, and retain member relationships. Incorporates Service Plus into all aspects of...Full timeWork at officeRemote work$50.1k - $82.8k
...opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home...Contract workLocal areaImmediate startDay shift- ...external resources to improve decision velocity. Building robust financial models, valuation analyses, and scenario frameworks to support... ...the government's licensing process can take 3 to 6+ months) or (ii) implement a Technology Control Plan ("TCP") (note: typically...Local areaFlexible hours
$41.44 per hour
...Enrollment & Financial Aid Advisor (SHORT-TERM, TEMPORARY) To perform a variety of specialized technical duties related to admissions and... ...the evaluation and status of academic records and financial services; and to perform a variety of student support services including...Hourly payTemporary workWork at officeMonday to Friday- JPMorganChase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships...
- Bank of America is seeking a qualified professional in Cupertino, CA to provide comprehensive financial advice and solutions to clients. This role emphasizes triaging client leads, conducting meetings to review financial goals, and recommending suitable brokerage products...
$41.44 per hour
...experience involving student academic records or financial aid. Equivalent to an Associate’s degree... ...veterans or other college programs and services. Receive, review, evaluate, and correct... ...databases; serve as key technical advisor and coordinate solutions and...Hourly payTemporary workPart timeWork at officeMonday to Friday$41.44 per hour
...California is seeking temporary staff for various assignments. This role involves advising and assisting students with admissions and financial aid, processing applications, and maintaining student records. Candidates should have at least two years of related experience and...Hourly payTemporary work- Bank of America in Sunnyvale, California is seeking a Financial Advisor to provide clients with comprehensive financial advice and customized solutions. Responsibilities include planning clients' financial goals, triaging client requests, and recommending suitable banking...
- ...CapEx Financial Controls Consultant Location: Sunnyvale, CA (Hybrid) Duration: 7 months contract The CapEx Financial Controls Consultant will oversee capital expenditure (CapEx) governance, compliance reporting, and data integrity across global real estate or infrastructure...Contract work
- ...Quality Talent Group is seeking candidates for a banking role within a leading financial services organization in Sunnyvale, California. The position emphasizes customer service, relationship building, and compliance with regulations. New hires will benefit from a comprehensive...Flexible hours
$108k - $143k
...Manage and improve PO hygiene to minimize financial risks, working across sales, marketing,... ...~ Paid Parental Leave ~ Flexible, full-service childcare support with Kinside ~401(k)... ...defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green...Permanent employmentTemporary workCasual workWork at officeFlexible hours- ...have 2-4 years of experience in investment banking, consulting, or FP&A and a quantitative degree. Responsibilities include building financial models and automating processes. Benefits include a competitive compensation package, employer-paid insurance, 401(k), and equity...
- A global manufacturing firm is seeking an experienced financial analyst to drive budgeting, forecasting, and financial reporting processes... ...operations while offering a hybrid work environment to encourage flexibility and work-life balance. #J-18808-Ljbffr II-VI UK, Ltd.
$116k - $167k
Google Inc. is seeking a Financial Analyst for their Corporate Financial Planning and Analysis team in Sunnyvale, CA. You will drive financial forecasting processes and translate complex financial data into clear weekly reports, partnering with cross-functional teams. The...
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