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

1,756 Jobs

  • 3.3
    KeyPoint Credit Union – Sunnyvale, CA
    $45k-$54k(Glassdoor est.)
    12 days ago 12d
    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…
  • 4.1
    First Tech Federal Credit Union – Palo Alto, CA
    8 days ago 8d
    dynamic work environment? We are looking for a Financial Solutions Representative to join our Terry Ave Branch in Seattle. This role… environment; financial industry experience preferred Experience accurately managing large amounts of cash and other financial negotiable…
  • 3.9
    Northwestern Mutual – San Jose, CA
    $20k-$65k(Glassdoor est.)
    NEW
    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…
  • 3.8
    Edward Jones – Menlo Park, CA
    15 days ago 15d
    investment banker, financial planner, investment advisor, investment consultant, investment representative, branch manager, broker… . Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada…
  • 4.6
    Facebook – Menlo Park, CA
    NEW
    help people achieve their financial goals and have peace of mind with their financial future. The financial offerings in Life@ improve… at employer offered financial solutions. We are looking for an individual that has a great deal of financial experience and will…
  • 3.3
    KeyPoint Credit Union – Cupertino, CA
    $40k-$48k(Glassdoor est.)
    28 days ago 28d
    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
    $21k-$38k(Glassdoor est.)
    20 days ago 20d
    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…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    $57k-$69k(Glassdoor est.)
    NEW
    Financial Services Representative I Contact Center San Jose Position Summary Provides personalized service to… -selling of products and services to meet all the members' financial needs. Understands the detailed features and benefits of all…
  • 3.7
    ThinAir – Mountain View, CA
    NEW
    About the role: · Work with the CEO to develop and improve financial strategies · Aid in and help drive fundraising efforts.… long-term · Continuously refine and elevate the company's financial plans, processes, and execution · Deliver highest quality…
  • 3.4
    Pacific Office Automation – Pleasanton, CA
    NEW
    Automation is currently looking for an Entry Level Outside Sales Representative Position in Pleasanton, CA. If you are driven, ambitious… business needs, as well as serving as their personal client representative. In this position, you will pro-actively reach out to clients…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    $57k-$69k(Glassdoor est.)
    NEW
    -selling of products and services to meet all the members' financial needs. Understands the detailed features and benefits of all… insurance products and services. Ability to analyze member's financial needs and ask leading questions to effectively cross-sell…
  • 3.4
    Keenan & Associates – San Jose, CA
    EASY APPLY
    $56k-$70k(Glassdoor est.)
    9 days ago 9d
    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…
  • 3.8
    Workday – Pleasanton, CA
    $134k-$185k(Glassdoor est.)
    NEW
    Core Financials, Revenue Management or Procurement Experience working with customers to define their Workday Financial Data Model… doing! Project Guidance: Serve as the senior Workday representative for product issues on strategic, complex deployments to…
  • 4.4
    Ascent Services Group – Oakland, CA
    NEW
    establishing new relationships, opening new accounts and providing financial transactions in a professional, efficient, friendly and accurate… required; Associate/Bachelor Degree preferred 1-2 years financial service industry experience required Skills: Excellent…
  • 4.0
    Tailored Management – Fremont, CA
    $29k-$37k(Glassdoor est.)
    Today 5hr
    customers, as well as working closely with production to achieve financial growth and profitability. Essential Functions Establish…
  • 4.5
    N2 Publishing – Portola Valley, CA
    28 days ago 28d
    Residual Income The income model allows you to achieve financial stability with predictable monthly revenue. Of the Area Directors…
  • 3.3
    Check into Cash – Sunnyvale, CA
    $23k-$29k(Glassdoor est.)
    9 days ago 9d
    Customer Service Representative Our company is looking for a Customer Service Representative. We are seeking a professional… Transportation An Outstanding Customer Service Driven Attitude Financial Services sales experience is a plus! Required Experience…
  • 3.8
    Provident Credit Union – Redwood City, CA
    $29k-$37k(Glassdoor est.)
    6 days ago 6d
    check out our Member Service Representative/ Teller position. What is a Member Service Representative/Teller? We’re glad you… your professional goals while helping members reach their financial goals. This position opens the door to a variety of future…
  • 3.5
    New York Life Insurance Company – San Jose, CA
    $34k-$40k(Glassdoor est.)
    19 days ago 19d
    States. Financial Services Professional Description: Behind all our company's strategies, actions, and goals are financial professionals… provide the appropriate solutions to the short and long-term financial goals of their clients. In today's competitive job market…
  • 2.4
    HID – Fremont, CA
    $81k-$119k(Glassdoor est.)
    NEW
    HFM financial reporting system. Strong problem solving and analytical skills. Strong knowledge of International Financial Reporting… The work environment characteristics described here are representative of those an employee encounters while performing the essential…
  • 4.7
    360 Payment Solutions, Inc. – South San Francisco, CA
    EASY APPLY
    21 days ago 21d
    teams have brought on as partners. These relationships include financial institutions, banks, accounting firms, local and state associations…
  • 5.0
    Simplee – Palo Alto, CA
    EASY APPLY
    4 days ago 4d
    is looking for a Sales Development Representative to join a team transforming the financial experience for healthcare patients.… serves a “who’s who” of US healthcare providers representing leading brands representing billions in consumer payments across more than…
  • 4.1
    Nevro – San Mateo, CA
    $47k-$60k(Glassdoor est.)
    5 days ago 5d
    States. Overview: The Customer Service Representative role is responsible for all aspects of order entry processing… generating sales orders, proactively resolving issues with Sales Representatives, issuing credit memos, monitoring Accounts Receivables,…
  • 4.0
    Penn Mutual – Redwood City, CA
    8 days ago 8d
    promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation… other business reasons. Penn Mutual supports its field representatives with securities and investment advisory services offered…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    $66k-$98k(Glassdoor est.)
    20 days ago 20d
    five investment representatives in the areas of administration, business processing, client services and office marketing initiatives… Financial Analyst Manager San Jose Position Summary This position oversees the administrative team supporting five…
  • 3.5
    Community Health Center Network – San Leandro, CA
    28 days ago 28d
    strategies and regulatory interaction. Ensuring that financial reporting and financial related compliance requirements are met in accordance… in the financial assessment of existing and new contractual relationships. Direct short-term and long-range financial planning…
  • 4.0
    Hemp2o – San Leandro, CA
    EASY APPLY
    $28k-$46k(Glassdoor est.)
    6 days ago 6d
    Senior Customer Service Representative (Order Entry and Sales Reporting) Join a fast-growing growing organic beverage company… member of our sales team. The Senior Customer Service Representative would work full time in our San Leandro office. This position…
  • 4.2
    Stanford University – Stanford, CA
    $65k-$96k(Glassdoor est.)
    12 days ago 12d
    management initiatives. Provide training on new financial systems. Represent organization to client group(s) and external partners… OBIEE or other business financial systems. Advanced analytical skills to review and analyze complex financial information. Understanding…
  • 4.2
    Intuit – Mountain View, CA
    $143k-$201k(Glassdoor est.)
    6 days ago 6d
    those big customer problems in a delightful way Represent the financial data services team in presentations, meetings, customer… Intuit Financial Data Services team as the lead product manager for security - a critical part of delivering shared financial data…
  • 3.4
    Patelco Credit Union – San Jose, CA
    $29k-$37k(Glassdoor est.)
    5 days ago 5d
    Patelco Credit Union's mission is to enrich member's financial health and well being. In this role, you will have the opportunity…
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