Top 250 Personal financial representative Jobs in Riverside, Ca

Financial Sales Representative III
Citizens Business Bank —Riverside, CA
- $20.00 - $22.12 an hour
- Full-time
- Basic math
- Mid-level
- High school diploma or GED
3d
Customer Service Representative
PSG —Grand Terrace, CA
- $23.50 an hour
- Overtime
- Oracle
- Microsoft Outlook
- Word processing
- Paid jury duty
- Commuter assistance
MEDICAL ASSISTANT
Riverside Medical Clinic —Riverside, CA
- $23.00 - $33.18 an hour
- Full-time
- Surgery
- BLS Certification
- High school diploma or GED
2d
Temporary Office Assistant II
California Baptist University —Riverside, CA
- Temporary
- English
- Mid-level
- Office
11d
ADMISSIONS REP/REGISTRAR PART TIME/DAYS
Corona Regional Medical Center —Corona, CA
- $23.00 - $34.32 an hour
- Part-time
- Acute care
- Hospital
- Computer skills
- Continuing education credits
- Health insurance
3d
Manager of Call Center
Riverside Medical Clinic —Riverside, CA
- $93,067.52 - $134,947.90 a year
- Full-time
- Bachelor of Science
- Medical office experience
- BLS Certification
1d
Regional Manager LIHTC/HUD/PSH - Inland Empire and Surrounding Areas
Quality Management Group Inc —Ontario, CA
- $110,000 - $120,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Writing skills
Quick Apply
Education Specialist
MEXICAN AMERICAN OPPORTUNITY FOUNDATION —Ontario, CA
- $25.99 - $27.12 an hour
- Full-time
- Spanish
- Computer literacy
- Writing skills
- Paid jury duty
- 403(b) matching
Maintenance Utility Worker - UniFirst
UniFirst —Ontario, CA
- $21.37 - $25.69 an hour
- Overtime
- 18 years or older
- Clean driving record
- English
- Profit sharing
- Health insurance
8d
Outside Sales Representative
UniFirst —California
- $62,400 - $75,000 a year
- Email
- Clean driving record
- Driver's License
- Driving
- Fuel card
- Paid holidays
Quick Apply
2d
Personal Financial Counselor, Assignment Ready Counselor, California
Magellan Health —Moreno Valley, CA
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
TECH - ULTRASOUND
Riverside Medical Clinic —Riverside, CA
- $38.36 - $55.62 an hour
- Full-time
- BLS Certification
- Clinic
- Travel
2d
Financial Advisor - Training Provided
True Path Financial —Riverside, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
10d
Medical Assistant - Pain Management
Riverside Medical Clinic —Riverside, CA
- $23.00 - $33.18 an hour
- Full-time
- Surgery
- BLS Certification
- High school diploma or GED
10d
Administrative Technician
City of Ontario, CA —Ontario, CA
- $32.30 - $39.25 an hour
- Online Application
- Computer science
- Clean driving record
- Computer Science
4d
PATIENT ACCOUNTS REP
Canyon Ridge Hospital —Chino, CA
- $23 - $28 an hour
- Per diem
- Acute care
- Computer literacy
- Adults
9d
Admissions Counselor/Recruiter
California Baptist University —Riverside, CA
- Clean driving record
- Mid-level
- Office
Merchant Services Customer Support Representative
Chino Commercial Bank, N.A. —Ontario, CA
- Spanish
- Word processing
- Basic math
Regional Parts Sales Representative
Prevost Canada —Mira Loma, CA
- $111,100 - $137,200 a year
- Spanish
- Bachelor of Science
- English
- Health insurance
- Dental insurance
Executive Assistant I - TLMA Admin
County of Riverside —Riverside, CA
- $47,181.83 - $70,205.68 a year
- Background check
- Microsoft Outlook
- English
- Paid holidays
- Disability insurance
1d

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Financial Sales Representative III

Citizens Business Bank -
Riverside, CA

Apply Now

Job Details

Full-time
$20.00 - $22.12 an hour
3 days ago

Qualifications

Opening bank accounts
Basic math
High school diploma or GED
Sales presentations

Full Job Description

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Summary

The FSR is responsible for selling the bank's products and services to existing and new prospects. The FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals.

The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank. The FSR assists management of the Center to ensure retention of existing relationships and growth of new relationships.

Essential Duties & Responsibilities:

Complies with and stays abreast of all policies and procedures, federal and state laws applicable to his or her job.
Must be certified in the Financial Sales Representative Program and participate in the Sales Incentive Program.
Opens new accounts and maintains existing accounts according to the established policies and procedures of the Bank.
Consults with customers and prospects to identify products and services that will meet the customer/prospect financial objectives.
Sell and cross sell bank products and services to existing and potential customers.
Participate in all Center functions necessary to contribute to the achievement of the center earnings and growth objective.
Encouraged to participate in various community and civic activities in the center service area to enhance customer relationships and attract new business.
Telemarketing existing and potential customers for account servicing and additional sales opportunities.
Assist with the management of the center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
Pursues the appropriate follow up for new and existing relationships within the Business Financial Center.
Participates in sales meetings and training programs to obtain and refine product knowledge and selling skills.
Ensures proper documentation requirements are met for all accounts maintained by the Business Financial Center.
Utilizes Chexsystems and OFAC as a part of the new accounts opening procedures.
Process and maintain accurate CIP information.
Demonstrates a thorough working knowledge of the Bank's established policies and procedures.
Commitment to teamwork and a focus on delivering The Citizens Experience.
Actively participates in Products Knowledge and The Citizens Experience.
Other duties as assigned.

Supervisory Responsibilities

There are no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or general education degree (GED); and a minimum of one year of new accounts experience in a financial institution similar to ours.

Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Salary Range:

$20.00 To 22.12 Hourly

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Apply Now

Refine Your Search

personal financial representative jobs in riverside, ca

Financial Sales Representative III

Customer Service Representative

MEDICAL ASSISTANT

Temporary Office Assistant II

ADMISSIONS REP/REGISTRAR PART TIME/DAYS

Manager of Call Center

Regional Manager LIHTC/HUD/PSH - Inland Empire and Surrounding Areas

Education Specialist

Maintenance Utility Worker - UniFirst

Outside Sales Representative

Personal Financial Counselor, Assignment Ready Counselor, California

TECH - ULTRASOUND

Financial Advisor - Training Provided

Medical Assistant - Pain Management

Administrative Technician

PATIENT ACCOUNTS REP

Admissions Counselor/Recruiter

Merchant Services Customer Support Representative

Regional Parts Sales Representative

Executive Assistant I - TLMA Admin

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