Top 318 Financial representative 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
Territory Sales Representative
Inizio Engage —Santa Rosa, CA
- $105,000 - $195,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Paid parental leave
- Paid holidays
16h
Financial Assistance Representative I (Collections Representative)
Redwood Credit Union —Santa Rosa, CA
- $27 - $35 an hour
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Paid holidays
- Health insurance
Quick Apply
Patient Authorization and Referral Representative
Providence —Santa Rosa, CA
- $26.25 - $40.14 an hour
- Full-time
- Hospital
- Fair chance
- 1 year
- Paid parental leave
- Paid holidays
Clinical Sales Representative
Cranial Technologies —Santa Rosa, CA
- Email
- Bachelor's degree
- Travel
- US work authorization
- Fuel card
- Paid holidays
Quick Apply
Client Services Associate
Scarbrough Financial Group —Santa Rosa, CA
- Monday to Friday
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- 401(k)
Member Service Associate
Redwood Credit Union —Santa Rosa, CA
- $23 - $29 an hour
- Full-time
- Writing skills
- Basic math
- Office
- Paid holidays
- Health insurance
Quick Apply
13d
Financial Advisor Associate
Stifel —Santa Rosa, CA
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Customer and Operations Specialist - Part-time
World Centric —Rohnert Park, CA
- $25 - $30 an hour
- Part-time
- Spanish
- Google Workspace
- Microsoft Outlook
Guest Service Representative
Hotel Dega —Bodega Bay, CA
- From $20 an hour
- Full-time
- Bilingual
- In-person
- Communication skills
- Employee discount
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
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
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 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
Bank Teller - Novato Branch, Novato, CA
WESTAMERICA BANK —Novato, CA
- $19 - $21 an hour
- Full-time
- Customer service
- Ability to walk for extended periods
- Basic math
- Health insurance
- Dental insurance
Quick Apply
1d
Territory Sales Representative
LeafHome —Windsor, CA
- $50,000 - $100,000 a year
- Overtime
- Construction site
- Office
- High school diploma or GED
- Paid training
- Mileage reimbursement
Quick Apply
Inside Sales Representative - II
Experis —Santa Rosa, CA
- $28 - $30 an hour
- Contract
- Mid-level
- High school diploma or GED
- Communication skills
- Health savings account
- Disability 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
Inside Sales Representative/Account Manager
Experis —Santa Rosa, CA
- $28 an hour
- Contract
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
2d
Outbound Customer Service Representative – Plumbing & HVAC
John Owens Services —Petaluma, CA
- $23 - $28 an hour
- Full-time
- Communication skills
- Entry level
Quick Apply

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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

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

financial representative jobs in santa rosa ca

Financial Services Representative

Territory Sales Representative

Financial Assistance Representative I (Collections Representative)

Patient Authorization and Referral Representative

Clinical Sales Representative

Client Services Associate

Member Service Associate

Financial Advisor Associate

Customer and Operations Specialist - Part-time

Guest Service Representative

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

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

Sales Representative

Life Insurance Agent

Bank Teller - Novato Branch, Novato, CA

Territory Sales Representative

Inside Sales Representative - II

Life Insurance Agent

Inside Sales Representative/Account Manager

Outbound Customer Service Representative – Plumbing & HVAC

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

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