Job Type
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Financial Customer Service Representative Jobs in Menlo Park, CA

417 Jobs

  • 3.3
    KeyPoint Credit Union – Cupertino, CA
    $46k-$55k(Glassdoor est.)
    9 days ago 9d
    Job Summary: The FinancialService Representative II is expected to support growth and retention efforts by acquiring new relationships… Administration and operations, in a credit union or other financial institution. KeyPoint Internal Applicants Only: 6 months…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    $65k-$78k(Glassdoor est.)
    4 days ago 4d
    FinancialServices Representative II Monta Loma Financial Center Mountain View Position Summary Provides personalized… products and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required…
  • 3.3
    KeyPoint Credit Union – Milpitas, CA
    $47k-$57k(Glassdoor est.)
    11 days ago 11d
    The FinancialService Representative III is expected to support the overall sales, service and revenue goals of the Credit Union… that will assist in a successful transition. The FinancialService Representative III is expected to work in branches to improve…
  • 4.0
    Patelco Credit Union – San Mateo, CA
    $30k-$38k(Glassdoor est.)
    7 days ago 7d
    rise up and achieve financial freedom. The Opportunity We seek to hire a Member Services Representative to serve our members… members in the San Mateo branch. As a Member Service Representative (MSR) in our branches you will have the chance to make a difference…
  • 4.0
    Meriwest Credit Union – Sunnyvale, CA
    $65k-$78k(Glassdoor est.)
    28 days ago 28d
    FinancialServices Representative II Sunnyvale Financial Center Position Summary Provides personalized service… products and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required…
  • 4.0
    Hemp2o – San Leandro, CA
    EASY APPLY
    $29k-$37k(Glassdoor est.)
    NEW
    Senior Customer Service Representative (Customer Service and Order Entry) Join a fast-growing growing organic beverage company… Overview: The Customer Service Representative role is responsible for all aspects of customer intake, customer service, ensuring a…
  • Another Source – Palo Alto, CA
    11 days ago 11d
    improvement. The FinancialCustomer Service Representative provides excellent professional customer service responding to incoming… Sources client, Stanford University, is recruiting a FinancialCustomer Service Representative to join their Buying and Payment Support…
  • 4.3
    First Tech Federal Credit Union – Palo Alto, CA
    NEW
    environment; financial industry experience preferred Experience accurately managing large amounts of cash and other financial negotiable… Are you passionate about helping members with their financial needs? Are you looking for a position that offers a fun and dynamic…
  • 4.0
    Meriwest Credit Union – Milpitas, CA
    $65k-$78k(Glassdoor est.)
    20 days ago 20d
    FinancialServices Representative II Milpitas Financial Center Position Summary Provides personalized service to… products and services. Serves as back-up for all Member Service Representatives (including handling member transactions) as required…
  • 3.8
    Workday – Pleasanton, CA
    $139k-$192k(Glassdoor est.)
    NEW
    Core Financials, Revenue Management or Procurement Experience working with customers to define their Workday Financial Data Model…
  • 3.2
    Check into Cash – Redwood City, CA
    $25k-$29k(Glassdoor est.)
    12 days ago 12d
    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!…
  • 4.0
    Patelco Credit Union – Fremont, CA
    $31k-$39k(Glassdoor est.)
    25 days ago 25d
    up and achieve financial freedom. The Opportunity We seek to hire a Senior Member Services Representative to serve our members… members in the Fremont branch. As a Senior Member Service Representative (Sr. MSR) in our branches you will have the chance to…
  • 4.0
    Patelco Credit Union – Hayward, CA
    $31k-$39k(Glassdoor est.)
    14 days ago 14d
    up and achieve financial freedom. The Opportunity We seek to hire a Senior Member Services Representative to serve our members… members in the Hayward branch. As a Senior Member Service Representative (Sr. MSR) in our branches you will have the chance to…
  • 3.3
    KeyPoint Credit Union – Santa Clara, CA
    10 days ago 10d
    and potential members receive the highest level of service. The representative performs to high service standards established for… preferred experience: A minimum of 1 – 3 years of previous financial industry experience. A minimum of 1 – 3 years sales experience…
  • 3.0
    KASCO – San Jose, CA
    $43k-$71k(Glassdoor est.)
    HOT
    Follows through with assignments High integrity/honesty Financially responsible Follows directions Safe driver Technical…
  • 4.2
    Intero Real Estate – Menlo Park, CA
    10 days ago 10d
    database of customers and properties Assist clients with financial decisions Resolve conflicts that arise during transactions…
  • 2.5
    NES Financial – San Jose, CA
    EASY APPLY
    5 days ago 5d
    REPRESENTATIVE Company Overview Founded in 2005, NES Financial is a leading Silicon Valley based Fund Administrator with… California, Rockland, Massachusetts and New York City. NES Financial serves Private Equity, Venture Capital, Real Estate and other…
  • 3.2
    FedEx Office – Menlo Park, CA
    $29k-$45k(Glassdoor est.)
    NEW
    prevent errors and waste Completes required financial paperwork and may assist with financial reporting including daily sales, close-outs… careful handling of documents, media, and packages Processes financial transactions using a Point of Sale terminal (POS),including…
  • 5.0
    MassMutual Pacific – San Jose, CA
    EASY APPLY
    NEW
    we have resources & training available) Note: FinancialServices Representatives are independent contractors and are not employees… firm Financial Sales Representatives (FSRs) by performing case analysis tasks which enable exploration of viable financial solutions…
  • 3.5
    Bank of America – Menlo Park, CA
    $41k-$57k(Glassdoor est.)
    5 days ago 5d
    Job Description: Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer… -driven environment Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment…
  • 3.9
    Premier Staffing – Redwood City, CA
    EASY APPLY
    27 days ago 27d
    attention to detail Familiarity with underwriting loans, financial statements, tax documents and payroll is a plus… Requirements BA / BS degree 1+ years of experience in customer service, phone support Passion for delivering a great customer…
  • 3.1
    Visa – Foster City, CA
    $105k-$149k(Glassdoor est.)
    12 days ago 12d
    landscape, SWOT, market potential (by region), customer and financial targets, distribution opportunities, potential partner relationships… payments technology company that connects consumers, businesses, financial institutions and governments in more than 200 countries and…
  • 4.1
    Bill.com – Palo Alto, CA
    $32k-$45k(Glassdoor est.)
    4 days ago 4d
    saves companies more than 50% of the time typically spent on financial back-office operations by automating end-to-end processes.… supporting customers in a Software as a Service (SaaS) environment Financial technology experience (B2B preferred) Banking or accounting…
  • 3.1
    East West Bank – San Mateo, CA
    $29k-$37k(Glassdoor est.)
    NEW
    East West Bank Customer Service Rep East West Bank is seeking a Customer Service Representative. The Customer Service Representative… for resolution Provides solutions to help meet customers financial goals through customer referrals and cross selling of banking…
  • 3.8
    Northwestern Mutual – San Jose, CA
    $19k-$50k(Glassdoor est.)
    26 days ago 26d
    on providing excellent customer service. Benefits you get: While you help your clients achieve financial security, Northwestern… how helping others reach their financial goals will feelboth for you and your clients. Financial representatives with Northwestern…
  • 4.0
    Meriwest Credit Union – Mountain View, CA
    $65k-$78k(Glassdoor est.)
    28 days ago 28d
    and 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…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    $34k-$44k(Glassdoor est.)
    27 days ago 27d
    Member Services Representative II San Jose Position Summary Processes financial transactions efficiently, accurately… banking financial needs and effectively cross-sells credit union products and services through referrals to Financial Service…
  • 3.5
    HSBC Holdings – Fremont, CA
    $32k-$41k(Glassdoor est.)
    4 days ago 4d
    Processes and initiates various financial transactions for Company customers and assists branch office management in new business… external regulators. Minimum of one year’s proven customer service and/or sales experience or equivalent, including cash handling…
  • 3.7
    Ritchie Bros. – Pleasanton, CA
    6 days ago 6d
    addition to, financing and leasing through Ritchie Bros. Financial Services. Join a growing global company that offers… Generate new and repeat sales by providing excellent customer service in your region Educate customers about terminology, features…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    $34k-$44k(Glassdoor est.)
    20 days ago 20d
    Member Services Representative II/Floater San Jose Position Summary Processes financial transactions efficiently,… banking financial needs and effectively cross-sells credit union products and services through referrals to Financial Service…
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