Top 239 Financial representative Jobs in Healdsburg, Ca

Financial Services Representative - Bilingual + Floating
Community First Credit Union —Santa Rosa, CA
- $23.94 - $28.77 an hour
- Full-time
- Spanish
- Computer literacy
- Mid-level
- Wellness program
- Health savings account
Quick Apply
Financial Services Representative
Sea West Coast Guard Federal Credit Union —Petaluma, CA
- $54,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
3h
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
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
Licensed Life Insurance Agent
Life Legacy Financial Services —California
- $1,000 - $100,000 a year
- Temporary
- Remote
- 18 years or older
- Customer service
- No experience needed
- Work from home
- Flexible schedule
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
Life Insurance Agent
Confidential —California
- $65,000 - $75,000 a year
- Part-time
- Background check
- US work authorization
- In-person
- Profit sharing
- Work from home
Quick Apply
Guest Services Associate
Long Meadow Ranch —Saint Helena, CA
- $24 - $26 an hour
- 8 hour shift
- Background check
- Ability to walk for extended periods
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
13d
Life Insurance Agent
The Hire Agency Inc. —California
- $4,200 - $15,000 a month
- Choose your own hours
- Remote
- Sales
- Mid-level
- Finance
- Work from home
- Flexible schedule
Quick Apply
Sales Representative
Travel + Leisure Co. —Windsor, CA
- $80,000 - $120,000 a year
- Email
- Mid-level
- Real Estate License
- Marketing
- Paid training
- Wellness program
Quick Apply
Life Insurance Sales Agent - Entry Level (Commission Only, Remote)
PEAK Financial Group —California
- $5,000 - $20,000 a month
- Full-time
- Remote
- Entry level
- Work from home
- Flexible schedule
Quick Apply
Cambodian-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
B2B Sales Representative
Slice Merchant Services —California
- $75,000 - $100,000 a year
- Full-time
- Bilingual
- Mid-level
- Reliable transportation
Quick Apply
9d
Field Sales Representative
Monster Energy —Healdsburg, CA
- $70,304 - $78,740 a year
- Clean driving record
- Computer literacy
- Mid-level
Quick Apply
11d
Claims Customer Service Representative
Titan Workforce LCC —Santa Rosa, CA
- $75,000 a year
- Urgently hiring
- Background check
- Construction site
- Computer literacy
- Dental insurance
- 401(k)
4h
Teller
WESTAMERICA BANK —Healdsburg, CA
- $16.90 - $17.72 an hour
- Part-time
- Ability to walk for extended periods
- Basic math
- Office
Quick Apply
Member Service Representative
ALERO FINANCIAL CREDIT UNION —Healdsburg, CA
- $19.38 - $29.06 an hour
- Part-time
- Office
- High school diploma or GED
- Business development
- Paid time off
- 401(k) matching
Quick Apply
12d
Customer Service Representative - State Farm Agent Team Member
Miguel Alfaro - State Farm Agent —Windsor, CA
- $40,000 - $60,000 a year
- Full-time
- Spanish
- Office
- Communication skills
- 401(k)
- Paid time off
Quick Apply
Pharmaceutical Sales Representative
NeilMed Pharmaceuticals —Santa Rosa, CA
- Weekends as needed
- Clean driving record
- Hospital
- Mid-level
- Paid holidays
- Health insurance
Customer Service Representative
FASTSIGNS® of Windsor, CA - Sonoma County —Healdsburg, CA
- $15 - $17 an hour
- Full-time
- Computer literacy
- Basic math
- No experience needed
Quick Apply

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financial representative jobs near healdsburg, ca

Financial Services Representative - Bilingual + Floating

Community First Credit Union -
Santa Rosa, CA

Quick Apply

Job Details

Full-time
$23.94 - $28.77 an hour

Benefits

Wellness program
Health savings account
Dependent care reimbursement
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
401(k) 5% Match
Employee assistance program
Vision insurance
401(k) matching
Opportunities for advancement
Bereavement leave
Life insurance
Referral program

Qualifications

Computer operation
Financial services customer support
High school diploma or GED
Financial product expertise
Computer skills

Full Job Description

***Must be bilingual and have reliable transportation at this position will float between the Santa Rosa (College Ave) and Guerneville (Main Street) Branches***

Position Summary: Open and process new account memberships and loans within regulatory and company policy and procedures. Possess a full understanding of all credit union products and services to ensure opportunities to deepen member relationships are identified during all member interactions. Educate members on the benefits of digital banking services. Actively pursues opportunities for new business and supports credit union strategic goals. Performs all duties of the MSR role as necessary to support branch needs. Provides support for branch management in the training of staff.

Essential Duties and Responsibilities:

Member Relations (50%):

New Account Processing & Account Maintenance

Perform all New Account processing and account maintenance as required by CFCU standards.
Perform all file maintenance functions, including placing proper and accurate share comments according to CFCU standards.
Account knowledge in the set up and maintenance of non-standard account types; trusts, fiduciaries, power of attorney, court blocked, estate accounts, rep payee, CUTMA etc
Perform all duties related to IRA accounts handling; including but not limited to opening, closing, rollovers, transfers, RMDs, contributions, and distributions

Direct Loan Processing

Accountable for answering the Direct Loan Queue and ensuring a 5% or less abandonment ratio.
Answer questions regarding lending needs and requests; have a working knowledge of CFCU lending guidelines in accordance with CFCU policies and procedures.
Process, close, fund and disburse loans as needed.
Manage loan applications in process to ensure a swift loan life cycle and excellent communication.
Accurately collect all DMV paperwork based on loan product requirements.
Cross-sell additional loan products, services and promotions, e.g. GAP, Debt Protection, and other TruStage insurance products to deepen member relationships

Member Service

· Safeguard confidential member data by following all credit union policies and procedures including the Member Identification Program requirements.

Perform and comprehend all functions of the MSR role.
Perform superior service dependably and accurately, cross-selling CFCU products and services at every opportunity, always demonstrating member service standards.
Provide account information in person, over the telephone, via e-mail and video as needed.
Provide mentorship, training and guidance to MSR role.
Proactive and timely follow-up of all member interactions
Working knowledge of online banking, bill pay, and other electronic services for cross-selling, resolving member issues, and assisting co-workers as needed.
Educate and promote digital banking and the benefits to our membership.

Transaction Processing

Perform all functions of the MSR role
Assist with MSR transactions, balancing and research as needed
Ability to fill/balance/ and troubleshoot teller cash recyclers, ATM’s and Vault as needed

Organizational Relations (30%):

Collaborate with team members and other departments to ensure seamless member service
Provide staff support, training, answering questions, solving problems, helping with complex transactions and member escalations in a professional manner according to CFCU policies and procedures.
Effectively communicate with members, vendors and colleagues at all levels of the organization.
Attend and participate in regular departmental and company-wide meetings and trainings.
Perform other duties as assigned

Compliance (20%):

Ensure compliance with all regulatory requirements and credit union policies and procedures.
Assist in auditing new accounts and loans. Activity monitoring audit finding and exceptions from various departments.
Adhere to CFCU clean desk and security policies.
Address internal and external audit findings.

Required Knowledge, Abilities, and Education:

Perform all prior level expectations, independently.
Provide excellent member service; via verbal, listening and written communication.
Excellent organization and team skills.
Computer literate; ability to navigate multiple systems including Microsoft software programs
Working knowledge of all CFCU account types, loan products and services.
Notary (or ability to become one within 90 days) is required
Signature Guarantee / Medallion Stamp (training provided)
Ability to:
Travel to a variety of branch locations as needed for coverage
Available for flexible work hours
Saturday rotation via Phone, In-Person or Video appointment as needed.
Six months or longer as CFCU MSRII or two plus years financial services industry position
High school diploma or equivalent.

Beneficial Education and Experience:

Customer and/or retail experience
Bilingual (Spanish) preferred

Physical Factors:

Prolonged sitting throughout the workday with occasional mobility required.

Corrected vision within the normal range.

Hearing within normal range. A device to enhance hearing will be provided if needed.

Ability to lift 15 lbs. as may be required.

Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.

Job Type: Full-time

Pay: $23.94 - $28.77 per hour

Benefits:

401(k)
401(k) 5% Match
401(k) matching
Bereavement leave
Dental insurance
Dependent care reimbursement
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Referral program
Tuition reimbursement
Vision insurance
Wellness program

Experience:

Financial Institution or Credit Union: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial representative jobs in healdsburg, ca

Financial Services Representative - Bilingual + Floating

Financial Services Representative

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

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

Licensed Life Insurance Agent

Remote Licenced Insurance Sales Representative

Life Insurance Agent

Guest Services Associate

Life Insurance Agent

Sales Representative

Life Insurance Sales Agent - Entry Level (Commission Only, Remote)

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

B2B Sales Representative

Field Sales Representative

Claims Customer Service Representative

Teller

Member Service Representative

Customer Service Representative - State Farm Agent Team Member

Pharmaceutical Sales Representative

Customer Service Representative

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