Top 290 Financial representative Jobs in Gilroy Ca

Member Services Representative I
Meriwest Credit Union —Morgan Hill, CA
- $21.97 - $27.46 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid holidays
- Loan repayment program
Quick Apply
1d
Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market
Bank of America —Gilroy, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
FINANCIAL SERVICES OFFICER
Monterey Credit Union —Morgan Hill, CA
- $26.78 - $36.11 an hour
- Full-time
- Computer literacy
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Department Coordinator - Patient Financial Services
Salinas Valley Health —Salinas, CA
- $33.26 - $45.00 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
Regional Precious Metals Buyer & Sales Representative – California (Coins, Jewelry & Bullion)
PGS Gold & Coin —California
- $50,000 - $120,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Profit sharing
- Paid training
Quick Apply
Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Customer Service Gaming Associate
Knighted Ventures —Salinas, CA
- $22 - $24 an hour
- Weekends as needed
- Background check
- Basic math
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
3d
Customer Service Gaming Associate
Knighted Ventures —Gilroy, CA
- $22 - $24 an hour
- Weekends as needed
- Background check
- Basic math
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Russian-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Farmers Insurance Agent Career Opportunity
Farmers Insurance —Aptos, CA
- $50,000 - $85,000 a year
- Part-time
- Hybrid work
- Customer service
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
7d
Farmers Insurance Agent Career Opportunity
Farmers Insurance —Watsonville, CA
- $50,000 - $85,000 a year
- Part-time
- Hybrid work
- Customer service
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
7d
Mandarin-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $22.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Now Hiring: Contact Center Representatives – $1,300 Bonus + Great Pay & Benefits
Confidential- (Financial) —Morgan Hill, CA
- From $18 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
7d
Internet D2D Sales Representative - College Students, Undergrads, & Graduates Welcome!
Align Sales Pros —Salinas, CA
- $70,000 - $120,000 a year
- Part-time
- Hybrid work
- No experience needed
- Business development
- Travel
- Employee assistance program
- Professional development assistance
Quick Apply
Remote Licenced Insurance Sales Representative
Jeremy Olson Allstate Agency —California
- $50,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Soquel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Scotts Valley, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Inside Sales Representative, Leasing
Essex Property Trust —San Jose, CA
- $24 an hour
- Weekends as needed
- Mid-level
- Office
- Microsoft Office
- Paid parental leave
- Paid holidays
Quick Apply
22h
Farmers Insurance Agent Career Opportunity
Farmers Insurance —Salinas, CA
- $50,000 - $85,000 a year
- Part-time
- Hybrid work
- Customer service
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
7d
Emergency Sales Representative
Bonnie Plants LLC —Watsonville, CA
- $25 an hour
- Clean driving record
- Merchandising
- Sanitation
Quick Apply

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Member Services Representative I

Meriwest Credit Union -
Morgan Hill, CA

Quick Apply

Job Details

Full-time
$21.97 - $27.46 an hour
1 day ago

Benefits

Paid holidays
Loan repayment program
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Pension plan
Vision insurance
Gym membership

Qualifications

Customer communication
High school diploma or GED

Full Job Description

Member Services Representative I

Morgan Hill Branch

Position Summary:

The Member Services Representative I provides personalized service to members in order to attract, enhance and retain member relationships. These relationships are enhanced through the cross-selling of credit union products and services to meet all the members’ financial needs. The Member Services Representative is expected to know the detailed features and benefits of all credit union products and services available and present them in a professional manner.

Essential Duties and Responsibilities:

Receive and process banking financial transactions, including deposits, withdrawals and loan payments, as well as processing cashier’s checks to credit union members.
Analyze member’s banking financial needs and effectively cross-sell credit union products and services through referrals to Financial Service Representatives.
Ensure accuracy in all banking transactions and follow all established cash-handling procedures and balancing requirements.
Effective communication with the branches they are covering and supporting.
Receives loan payments and savings deposits from customer, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks customer calculations and validates checks and/or counts cash payment.
Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling customer requests and merchant verifications.
Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward customers and co-workers.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Due to the responsibilities and requirements of this position, remote work (telecommuting), including hybrid schedules, is not supported. This role requires 100 percent on-site presence. Duties, responsibilities and activities may change at any time with or without notice.

Minimum Qualifications:

High School degree or equivalent required.
Cash handling and customer service experience is strongly preferred.
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications require shorter and not in-depth discussions most of the time.
Must be PC literate; experience with banking software a plus.
Verifiable job history showing stability, consistency, dependability and accountability.
Must be available to work Saturdays.

Do you want to be valued as an employee?

Employees are Meriwest’s most valuable resource. We provide competitive wages and a supportive environment that promotes career advancement. We are committed to removing barriers to access and enhancing opportunities for all individuals based on merit and potential. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Member Services Representative I position is a Grade 5.

Target Range: $21.97 to $27.46*
The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications.

We also offer an excellent, fully comprehensive benefits program, including:

Medical/Dental/Vision on the first day of employment for full-time employees
Free Long Term Care Insurance for employees
Tuition Reimbursement/Student Loan Repayment Plan
Pension Plan/401K
Bonus and incentive potential
Generous Paid Time Off (PTO)/Holiday program
Career growth support and planning programs
In-house fitness center

Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.

Quick Apply

Refine Your Search

financial representative jobs in gilroy ca

Member Services Representative I

Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market

FINANCIAL SERVICES OFFICER

Department Coordinator - Patient Financial Services

Regional Precious Metals Buyer & Sales Representative – California (Coins, Jewelry & Bullion)

Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California

Customer Service Gaming Associate

Customer Service Gaming Associate

Russian-English Bilingual Healthcare Customer Service Representative - Remote in California

Farmers Insurance Agent Career Opportunity

Farmers Insurance Agent Career Opportunity

Mandarin-English Bilingual Healthcare Customer Service Representative - Remote in California

Now Hiring: Contact Center Representatives – $1,300 Bonus + Great Pay & Benefits

Internet D2D Sales Representative - College Students, Undergrads, & Graduates Welcome!

Remote Licenced Insurance Sales Representative

Financial Advisor

Financial Advisor

Inside Sales Representative, Leasing

Farmers Insurance Agent Career Opportunity

Emergency Sales Representative

I want to receive the latest job alert for financial representative in gilroy ca

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