Top 139 Finance Jobs in Santa Rosa, Ca

Financial Services Representative
Sea West Coast Guard Federal Credit Union —Petaluma, CA
- $4,500 - $6,250 a month
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
15h
Fast Track to Management - Financial Services - Petaluma
New York Life - North Coast Office —Petaluma, CA
- $180,000 - $230,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Paid training
- Health savings account
Quick Apply
Finance Manager
Cardinaleway Chrysler Jeep Dodge Ram - Santa Rosa —Santa Rosa, CA
- $83,000 - $120,000 a year
- Full-time
- Dealership
- Mid-level
- Driver's License
- Dental insurance
- 401(k)
Quick Apply
2d
Finance Solutions and Process Specialist
Keysight Technologies, Inc. —Santa Rosa, CA
- $117,750 - $196,250 a year
- Full-time
- Oracle
- 5 years
- Mid-level
- Health savings account
- Employee stock purchase plan
Finance Analyst – Business Process & Financial Operations
Keysight Technologies, Inc. —Santa Rosa, CA
- $88,340 - $147,230 a year
- Full-time
- Microsoft Excel
- Oracle
- 5 years
- Health savings account
- Employee stock purchase plan
9d
Relationship Banker
Bank of America —Santa Rosa, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
2d
Finance and Insurance Specialist - West
JM Family Enterprises —California
- $49,920 - $124,163 a year
- Full-time
- Dealership
- Mid-level
- Travel
- Profit sharing
- Health insurance
Controller
Confidential —Sonoma, CA
- $135,000 - $175,000 a year
- Part-time
- CPA
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
Business Broker
First Choice Business Brokers SF Bay —Santa Rosa, CA
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Real Estate License
- Work from home
- Opportunities for advancement
Quick Apply
Experienced Automotive Sales to Finance Professional
Cadillac Marin —Novato, CA
- $6,000 - $13,000 a month
- 8 hour shift
- Background check
- Spanish
- Dealership
- Health insurance
- Dental insurance
Quick Apply
8d
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
14d
Mortgage Loan Officer / Mortgage Banker / Branch Manager
Citizens Financial —California
- $49,999.99 - $149,999.99 a year
- Part-time
- Remote
- Mid-level
- Communication skills
- Health insurance
- 401(k)
Quick Apply
1d
Finance Manager (Bilingual Mandarin Required)
CWILL —California
- $80,000 - $120,000 a year
- Full-time
- Remote
- CPA
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8d
Senior Actuarial Analyst - Hybrid
DW Simpson —California
- $160,000 a year
- 5 years
- SQL
- Senior level
Quick Apply
Underwriting Specialist OR Executive Underwriter - Large Contract Surety
Zurich Insurance Company Ltd. —California
- $75,000 - $165,000 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Business development
Part Time Associate Banker Sonoma (30 Hours)
JPMorganChase —Santa Rosa, CA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
14d
ANALYST I
Department of Forestry & Fire Protection —Sonoma County, CA
- $5,014 - $6,276 a month
- Weekends as needed
- Office
- Bachelor's degree
- Entry level
9d
Financial Solutions Advisor- Napa, Marin, Sonoma Areas
Bank of America —Santa Rosa, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Senior Financial Analyst
Recology —Santa Rosa, CA
- $95,680 - $108,160 a year
- CPA
- 5 years
- Research
- Wellness program
- Paid holidays
14d
Part Time (30 hours) Associate Banker, Vine and Matheson Branch, Healdsburg, CA
JPMorganChase —Healdsburg, CA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
10d

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Financial Services Representative

Sea West Coast Guard Federal Credit Union -
Petaluma, CA

Quick Apply

Job Details

Full-time
$4,500 - $6,250 a month
15 hours ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance
Paid sick time

Qualifications

Customer communication
Financial sales
Microsoft Outlook
Sales needs analysis
High school diploma or GED
Cross-selling
Attention to detail
Time management

Full Job Description

Sea West Coast Guard Federal Credit Union ($400M in assets) has a job opening for a customer oriented Financial Services Representative at our Petaluma branch located on the U.S. Coast Guard Training Center.

Job Role:
Are you a people person with a passion for helping others achieve their financial goals? Join Sea West Federal Credit Union as a Financial Services Representative II or III. You will be the friendly face of our branch, providing exceptional service to our member-owners. In this role, you’ll contribute to the Credit Union's success by selling and referring our products and services. The Financial Services Representative blends accuracy with engagement—processing transactions, resolving inquiries, and introducing members to products that improve their financial well-being.

Job Responsibilities:

· Provides professional, knowledgeable, and friendly service to current and prospective members conducting business at the branch and by telephone

· Provides information on the Credit Union’s excellent financial products and services and cross-sells Credit Union products and services that will benefit the member

· Opens new savings, checking, certificate, and IRA accounts

· Accurately processes member transactions including deposits, withdrawals, and loan payments

· Provides information pertaining to lending products and quotes rates, terms, and types of loans and credit cards offered by the Credit Union

· Assist members in using the Credit Union’s products and services including online and mobile banking systems

· Handles member requests for ATM and Debit cards, check/statement copies, check orders, stop payments, and ACH origination

· Participates in membership development activities and represents the Credit Union at community events

· Handles other duties as assigned

Position Requirements:

· High School graduate or equivalent

· Two (2) years’ experience in a financial institution

· Excellent interpersonal and communication skills

· Proactive “can do” customer service approach

. Ability to effectively cross-sell products and services using a need- based sales approach

· PC proficiency, including Microsoft Office and Outlook

· Basic knowledge of banking regulations

· Strong organizational and time management skills

· High attention to detail and numerical accuracy

Why Join the Sea West Team?

At Sea West Federal Credit Union (also known as Sea West Coast Guard Federal Credit Union), we are more than just a financial institution—we are a mission-driven community dedicated to the financial well-being of those who serve our country. When you join our team, you become part of a legacy of service, integrity, and stability that has supported military personnel and their families for nearly 70 years.

Be Part of Something Bigger
We embrace the Credit Union philosophy of “People Helping People.” You will work in a friendly, dynamic environment where your efforts directly impact the lives of Coast Guard members, veterans, and their families.

Competitive, Comprehensive Benefits Package

At Sea West Federal Credit Union, we believe in investing in the financial, physical, and professional well-being of our team. We offer a competitive, comprehensive benefits package designed to support our valued employees.

Competitive pay and incentives.
100% Employer-Paid Premiums: We cover 100% of your Medical, Dental, and Vision insurance.
Financial Security: Access to a 401(k) Retirement Plan with a company match.
Income Protection: Fully paid Life and Long-Term Disability (LTD) Insurance.
Work-Life Harmony: Enjoy generous Paid Holidays and Vacation Time to recharge and spend time with loved ones.
Professional Growth: Join one of the most financially secure credit unions in the nation, boasting a 5-star Bauer rating, and grow your career alongside ethical professionals.

Our Values

Service: A commitment to serving those who serve.
Integrity: Our standards are rooted in ethical conduct and transparency.
Community: Building lasting relationships within the military and Bay Area communities.

Job Type: Full-time

Pay: $4,500.00 - $6,250.00 per month

Benefits:

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid sick time
Paid time off
Vision insurance

People with a criminal record are encouraged to apply

Application Question(s):

Do you have a valid Real ID or Passport?

Experience:

Cross-selling: 2 years (Required)
Banking: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in santa rosa, ca

Financial Services Representative

Fast Track to Management - Financial Services - Petaluma

Finance Manager

Finance Solutions and Process Specialist

Finance Analyst – Business Process & Financial Operations

Relationship Banker

Finance and Insurance Specialist - West

Controller

Business Broker

Experienced Automotive Sales to Finance Professional

Consulting Actuary

Mortgage Loan Officer / Mortgage Banker / Branch Manager

Finance Manager (Bilingual Mandarin Required)

Senior Actuarial Analyst - Hybrid

Underwriting Specialist OR Executive Underwriter - Large Contract Surety

Part Time Associate Banker Sonoma (30 Hours)

ANALYST I

Financial Solutions Advisor- Napa, Marin, Sonoma Areas

Senior Financial Analyst

Part Time (30 hours) Associate Banker, Vine and Matheson Branch, Healdsburg, CA

I want to receive the latest job alert for finance in santa rosa, ca

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