Top 1914 Financial representative Jobs in San Leandro Ca

Teller (Senior Member Service Representative)
Patelco Credit Union —San Leandro, CA
- $29 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Employer Services Account Associate
Carpenter Funds Administrative Office of Northern California, Inc. —Oakland, CA
- $30.77 - $36.20 an hour
- Full-time
- Microsoft Word
- Background check
- 18 years or older
- Free parking
- Paid holidays
Quick Apply
Patient Accounting Representative F/T
Washington Hospital —Fremont, CA
- $33.78 - $41.46 an hour
- 8 hour shift
- Hospital
- Mid-level
- High school diploma or GED
Quick Apply
Financial Advisor - 10 Years Required
Bedell Frazier —Walnut Creek, CA
- $135,000 - $175,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Lenox Advisors - Financial Advisor
Lenox Advisors —Walnut Creek, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
City National Bank —Walnut Creek, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Italian Wine Sales Representative / Wine Broker (Commission Only)
Villa Italia Wines —San Francisco, CA
- $25,000 - $100,000 a year
- Call employer
- Background check
- Hospitality
- Mid-level
- Flexible schedule
Quick Apply
5d
Financial Advisor - AI Trainer
DataAnnotation —Oakland, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
Financial Advisor
City National Bank —San Francisco, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Sales Representative
Virginia Tam Insurance Agency Inc, —Fremont, CA
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
5d
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Pleasanton, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Sales Representative
Doug Runyon District Office —San Ramon, CA
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
Financial Advisor II
Patelco Credit Union —San Francisco, CA
- $32.50 an hour
- Full-time
- 5 years
- Computer literacy
- Basic math
- Paid holidays
- Health insurance
Service Representative (SFO)
CLEAR —San Francisco, CA
- $24.50 an hour
- Weekends as needed
- 18 years or older
- Pass drug screening
- High school diploma or GED
Inside Sales Representative
Pan-Pacific Supply Company —Concord, CA
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Clinical Associate Director of Support Services
The Tenderloin Housing Clinic —San Francisco, CA
- $111,270 a year
- Full-time
- In person
- Customer service
- Licensed Clinical Social Worker
- English
Entry Level Insurance Sales Agent - Hybrid Remote (CA)
Bankers Life —Pleasanton, CA
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Sales Representative (SFO)
CLEAR —San Francisco, CA
- $23 an hour
- Weekends as needed
- 18 years or older
- Customer service
- Pass drug screening
Outside Sales Representative (Automotive Aftermarket)
Automotive Refinishing Manufacturer —Fremont, CA
- $60,000 - $80,000 a year
- Full-time
- Spanish
- Up to 50% travel
- Sales
- Health savings account
- Paid time off
Quick Apply
4d
Customer Service Gaming Associate
Knighted Ventures —Livermore, CA
- $23 - $25 an hour
- Weekends as needed
- Background check
- Basic math
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply

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Teller (Senior Member Service Representative)

Patelco Credit Union -
San Leandro, CA

Apply Now

Job Details

Full-time
$29 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
On-the-job training
Employee assistance program
Vision insurance
Life insurance

Qualifications

Customer communication
High school diploma or GED
Productivity software

Full Job Description

About Patelco Credit Union:

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:

As a Teller (Senior Member Service Representative) in our branches, you will have the chance to make a difference in the lives of every member you serve. You will be responsible for delivering high-quality service by assessing the Members' needs while processing their transactions efficiently.

Responsibilities:

Provide excellent service to our diverse members through prompt, efficient, courteous, and professional interactions.
Analyze members' needs while processing transactions, including cash handling, and provide education and recommendations on products and services that improve their financial health.
Build relationships with members through effective listening, interviewing, and communication skills to determine products and services that benefit their financial well-being.
Open accounts and submit simple loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom
Engage with new and existing members via follow-up activities, including outbound calls and community engagement events when appropriate.
Partner with branch leadership to maintain operational integrity while mitigating risk, following the standards of the organization.
Work cross-functionally across the organization to assess, handle, and follow through with complex account inquiries, transactions, or member concerns.
Adopt new and existing tools that will enhance the member experience and consultation process.
Exercise informed judgment as appropriate to accommodate members.
Serve as a resource to train new and existing team members as appropriate.
Advocate member adoption of new technology, campaigns, promotions, and digital products.
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
Other duties as assigned.

Qualifications:

Minimum 1-2 years of prior customer service experience within the financial services, food industry, hospitality or retail environment required
Excellent verbal, written, and social communication skills
Ability to be professional and understanding in all interactions
Willingness and ability to be flexible and adapt to changing job requirements
Passion for providing exceptional service, integrity, and resourcefulness
Eagerness to learn and a drive for continuous improvement.
Savvy with PCs, email, and proficient in all Microsoft Office suite of products
Some evenings and Saturdays are required
Minimum of a High School Diploma/GED
Must be willing to travel

Target Base Pay:

$29/ hr

Compensation at Patelco:

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

We Offer:

Physical Health:

Exceptional Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities

Financial Health:

Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement

Emotional Health:

Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays

Personal Development:

On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

IND123

Apply Now

Refine Your Search

financial representative jobs in san leandro ca

Teller (Senior Member Service Representative)

Employer Services Account Associate

Patient Accounting Representative F/T

Financial Advisor - 10 Years Required

Lenox Advisors - Financial Advisor

Financial Advisor

Italian Wine Sales Representative / Wine Broker (Commission Only)

Financial Advisor - AI Trainer

Financial Advisor

Sales Representative

CNO Financial Advisor - Hybrid Remote (CA)

Sales Representative

Financial Advisor II

Service Representative (SFO)

Inside Sales Representative

Clinical Associate Director of Support Services

Entry Level Insurance Sales Agent - Hybrid Remote (CA)

Sales Representative (SFO)

Outside Sales Representative (Automotive Aftermarket)

Customer Service Gaming Associate

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

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