Customer Financial Services Representative Jobs in Menlo Park, CA | Glassdoor
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Customer Financial Services Representative Jobs in Menlo Park, CA

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  • 3.3
    KeyPoint Credit Union – Sunnyvale, CA
    Est. Salary $34k-$47k
    NEW
    Job Summary: ? The Financial Service Representative II is expected to support growth and retention efforts by acquiring… processes and procedures.? Support growth objectives by representing the Credit Union and developing long term relationships at…
  • 3.2
    Check into Cash – Redwood City, CA
    Est. Salary $25k-$29k
    4 days ago 4d
    Customer Service Representative Our company is looking for a Customer Service Representative. We are seeking a professional… Form of Transportation An Outstanding Customer Service Driven Attitude Financial Services sales experience is a plus!…
  • 2.8
    GetInsured – Mountain View, CA
    Est. Salary $22k-$31k
    7 days ago 7d
    relational data bases and financial applications. Ability to learn proprietary applications. Intermediate skill level in Microsoft… duties while ensuring an exceptional customer experience! What’s In It for You? Customer Care Specialists in the health insurance…
  • 3.8
    First Tech Federal Credit Union – San Jose, CA
    12 days ago 12d
    dynamic work environment? We are looking for a Financial Solutions Representative to join our San Jose Branch. This role will be… environment; financial industry experience preferred Experience accurately managing large amounts of cash and other financial negotiable…
  • 3.9
    Northwestern Mutual – San Jose, CA
    Est. Salary $21k-$67k
    21 days ago 21d
    helping others reach their financial goals will feelboth for you and your clients. Financialrepresentatives with Northwestern Mutual… work will directly relate to your sales results. Our financialrepresentatives are compensated through commissions, bonuses, repeat…
  • 4.0
    Meriwest Credit Union – Sunnyvale, CA
    Est. Salary $48k-$67k
    9 days ago 9d
    Financial Services Representative II Sunnyvale Financial Center Position Summary Provides personalized service to… and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.…
  • 3.3
    KeyPoint Credit Union – Cupertino, CA
    Est. Salary $30k-$41k
    21 days ago 21d
    handling member transactions.? Support growth objectives by representing the Credit Union in a professional manner at KeyPoint sponsored… Requirements: ? The physical demands described here are representative of those that must be met by an employee to successfully…
  • 3.2
    Foresters Financial – San Jose, CA
    Est. Salary $22k-$40k
    19 days ago 19d
    Foresters Financial is building a brighter future . . . one Representative at a time! Foresters Financial™ and Foresters… tools, to meet their needs across all life stages. Our financialrepresentatives, who are among the best trained in the business, offer…
  • 3.3
    Lucile Packard Children's Hospital – Palo Alto, CA
    7 days ago 7d
    formal training in order to advance to the Patient Admitting Representative II level within 1 year. Essential Functions The… functions. Identifies patients’ insurance coverage or existing financial resources to pay for medical care and services, assist with…
  • 4.0
    Meriwest Credit Union – Mountain View, CA
    Est. Salary $48k-$67k
    14 days ago 14d
    Financial Services Representative II Monta Loma Financial Center Mountain View Position Summary Provides personalized… and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.…
  • 3.8
    Fidelity Investments – Sunnyvale, CA
    26 days ago 26d
    tools in the industry. Join Fidelity as a FinancialRepresentative; your career in financial planning starts here! The Expertise… invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five…
  • 3.4
    Keenan & Associates – San Jose, CA
    EASY APPLY
    Est. Salary $51k-$72k
    NEW
    career opportunity for an Employee Benefits Senior Service Representative in our San Jose office. They will process new cases… required. • Maintain frequent interaction with carrier representatives. • Attend required meetings. • Assist the Producers on…
  • 3.4
    Patelco Credit Union – Pleasanton, CA
    6 days ago 6d
    union, FINRA, SEC and the broker/dealer. Represents the firm and assigned financial institution in relationships with major clients… goals and determining which financial products best meet individual customers’ needs and financial circumstances. This includes…
  • 4.6
    Facebook – Menlo Park, CA
    14 days ago 14d
    it solving the customer need? Is it scalable? How does it maximize productivity and engagement? Does it represent an innovative… on-going market surveys, customer focus groups, and benchmarking analysis. Design/Create financial program solutions focusing…
  • 3.2
    OfficeTeam – Sunnyvale, CA
    Est. Salary $30k-$38k
    NEW
    currently partnered with a financial institution that is looking for call center representatives with financial backgrounds. This would… your most recent resume attached and the position title, "Financial Call Center", in the subject line.…
  • 4.5
    N2 Publishing – Portola Valley, CA
    21 days ago 21d
    Residual Income The income model allows you to achieve financial stability with predictable monthly revenue. Of the Area Directors… meeting one-on-one with business owners, and managing ongoing customer connections. The compensation program is clear and provides…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    Est. Salary $48k-$67k
    NEW
    services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.… -selling of products and services to meet all the members’ financial needs. Knows the detailed features and benefits of all products…
  • 4.6
    Emser Tile – San Jose, CA
    16 days ago 16d
    an experienced OUTSIDE SALES REPRESENTATIVE - SAN JOSE, CA. The Outside Sales Representative will call on existing and new… OUTSIDE SALES REPRESENTATIVE - SAN JOSE, CA Emser Tile, LLC, the nationwide supplier of high-quality floor covering products…
  • Curtis Cahill - State Farm Agent – Mountain View, CA
    NEW
    and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday… Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service…
  • Get Insured – Mountain View, CA
    7 days ago 7d
    relational data bases and financial applications. Ability to learn proprietary applications. Intermediate skill level in Microsoft… duties while ensuring an exceptional customer experience! What’s In It for You? Customer Care Specialists in the health insurance…
  • 4.0
    Meriwest Credit Union – Milpitas, CA
    Est. Salary $48k-$67k
    16 days ago 16d
    Financial Services Representative II Milpitas Financial Center Position Summary Provides personalized service to… and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.…
  • 3.0
    SunAmerica Affordable Housing Partners – San Mateo, CA
    Est. Salary $30k-$54k
    6 days ago 6d
    sales-minded, ambitious individuals to join us as FinancialRepresentatives to develop our cultural markets. You will be given… training to help you develop skills to succeed. As a FinancialRepresentative you will have the opportunity to identify and qualify…
  • 3.0
    AIG – San Mateo, CA
    Est. Salary $44k-$86k
    6 days ago 6d
    sales-minded, ambitious individuals to join us as FinancialRepresentatives to develop our cultural markets. You will be given… training to help you develop skills to succeed. As a FinancialRepresentative you will have the opportunity to identify and qualify…
  • 3.1
    California Bank & Trust – Mountain View, CA
    Est. Salary $34k-$48k
    16 days ago 16d
    currently seeking a Financial Services Representative to perform financial services for new and existing customers. California Bank… campaigns. Provides friendly and accurate customer service promoting customer’s satisfaction through cross-selling and follow-up…
  • 3.3
    MassMutual – Fremont, CA
    Est. Salary $31k-$47k
    28 days ago 28d
    deepen your connection within the community? As a Financial Services Representative, you will work directly with individuals, business… available for qualified Financial Advisors. Qualifications •Strong interpersonal skills and customer service focus •Market…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    Est. Salary $48k-$67k
    16 days ago 16d
    Financial Services Representative II Cottle Financial Center San Jose Position Summary Provides personalized service… and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required.…
  • 2.9
    Check 'n Go – Fremont, CA
    NEW
    the financial services arena since 1994. If you are interested in working with a strong leadership team, evolving financial products… Provide superior customer service to Check ‘n Go/Allied customers by greeting customers, processing customer loan applications…
  • 3.2
    BCC – Mountain View, CA
    NEW
    sales, regional sales and territory development, investment or financial services, merchandising, telecommunications or telesales,… We are currently looking for a full-time District Sales Representative to join our team working on an exciting new business development…
  • 2.4
    UCBH Holdings – Cupertino, CA
    Est. Salary $32k-$41k
    NEW
    currently seeking a Customer Service Representative. This position will be help customers meet their financial goals by handling… meet customersfinancial goals through customer referrals and cross selling of banking products Develops new customer relationships…
  • 4.0
    Meriwest Credit Union – Mountain View, CA
    Est. Salary $30k-$38k
    15 days ago 15d
    Member Services Representative I Monta Loma Financial Center Mountain View Position Summary To provide personalized… banking financial needs and effectively cross-sell credit union products and services through referrals to Financial Service Representatives…
  • 4.0
    BrightEdge – Foster City, CA
    NEW
    Development Team to help expand our customer portfolio. Sales Development Representatives are responsible for sourcing, qualifying… and setting new customers demos for the Senior Sales Team to close. As a Sales Development Representative at BrightEdge, you…
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