Customer Service
Finance Service Representative Job 45 miles from Ceres
Customer Service
Pay Rate/Salary: $23.00
Schedule: Monday - Friday 7Am-4PM
Duties and Responsibilities:
Project Administrator is responsible for Coordinating projects activities, managing schedules, and ensuring project deliverable are completed on time and within budget. They will break projects into tasks, create workflows of products, analyze risks, and provide documentation of invoices. They must have phone etiquette, customer service, a sense of urgency, strong communication skills, strong word, excel, data entry (alpha and numeric)
Dress Code: Business Casual
Qualifications: Construction Admin background is a plus. Must be comfortable working in a fast-paced environment.
Financial Representative
Finance Service Representative Job 33 miles from Ceres
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Sales Representative- Logistics/Transportation
Finance Service Representative Job 4 miles from Ceres
Why G3?
G3 Enterprises is an industry leader in packaging, logistics, real estate and minerals solutions. Our diverse portfolio of businesses create a variety of opportunities for career growth. We believe in fully leveraging the talent within our organization, presenting employees with challenging work, opportunities for job rotations, special projects, and a changing landscape.
Sales Rep. Logistics / Transportation
Central and Northern California
Location: Modesto, CA - in office 3 days a week
Summary
Responsible for participating in the development and execution of sales programs designed to maximize the sale of company products and services and increase the company's standing. Executes programs through personal selling designed to maximize the sale and distribution of full breadth of products and services with current and prospective accounts. Responsible for developing influential relationships with internal and external customers. Develops general understanding of technical aspects of products in
order to best service the customer.
Essential Functions
This job description reflects management's assignment of essential functions; it does not prescribe or restrict
the tasks that may be assigned.
• Develops and strengthens relationships with select customers to ensure a favorable standing in
the marketplace.
• Calls on assigned customers to provide service and support.
• Seeks out prospective customers and persuades them to purchase products and services.
• Research accounts, identify key players, and generate interest, with a positive attitude at all
times.
• Close sales and achieve yearly quotas as assigned.
• Develops fluency across the full breadth of products and services, and serves as single point of
contact for relationship management with assigned customers.
• Understands when and how to collaborate across divisions and lines of business in order close
sales.
• Develops selling strategies for driving the Go to Market strategy of the business units.
• Prepares forecasts and analyzes trends in sales, demand, supply chain and general business
conditions in collaboration with Sales Operations, Marketing, Finance, and other internal teams.
• Analyzes existing and potential product/service markets in collaboration with Sales Operations,
Marketing, and other internal teams.
• Utilizes sales and marketing programs, pamphlets, print ads, etc., to help promote the Company's
objectives.
• Develops and executes sales presentations for select customers.
• Supports billing and collections activities for assigned customers as needed.
• Reviews customer quality expectations to ensure customer satisfaction.
• Acts as an ambassador, advocating for our products to existing and perspective clients.
• Directs customer service and technical service efforts to support sales activity.
• Maintains professional relationships within the industry to enhance reputation as a supplier to be
trusted.
• Assists with forecasting and budgeting reporting for select customers.
• Inputs and tracks information in CRM and/or other sales software system(s).
• Prepares forecasts and analyzes trends in sales, demand, finance, and general business
conditions in collaboration with Sales Operations, Marketing, Finance, and other internal teams.
• Closes sales and achieves yearly quotas as assigned.
• Leads and/or participates in Virtual Meetings using a variety of virtual meeting software.
• Maintains satisfactory attendance, to include timeliness.
• Responsible for understanding and complying with applicable quality, environmental and safety
regulatory considerations.
Minimum Qualifications
• Bachelor's degree plus 2 years of Account Management or Sales experience focused on logistics, agricultural products and services, mobile bottling services, equipment, glass, aluminum cans, oak and/or packaging products such as labels, closures, and bottle decorating services; OR High School diploma or State-issued equivalency certificate plus 5 years of G3 Account Management or Sales experience focused on logistics, agricultural products and services, mobile bottling services, equipment, glass, aluminum cans, oak and/or packaging products such as labels, closures, and bottle decorating services.
• Candidates for this position must have a valid driver's license and a safe driving record. Required
to obtain a driver's license or appropriate state driver's license within 30 days of hire.
• Required to attend trade shows.
• Required to travel up to 50% during the course of business to cover assigned territory.
• Skilled in the use of MS Word and MS Outlook at an intermediate level MS Excel and MS
PowerPoint at a basic level.
• Experience participating in and conducting virtual meetings (e.g. Zoom, WebEx).
Preferred Qualifications
• Bachelor's degree plus 4 years of Sales experience reflecting increasing levels of responsibility.
• Strong interpersonal and teaming skills.
• Experience with Customer Relationship Management (CRM) system.
• Experience selling beverage industry packaging, bottling, and logistics
• Experience effectively presenting information in one-on-one and small group situations to
customers, clients, and other employees of the organization.
• Experience reading and comprehending simple instructions, short correspondence, and memos.
Experience writing simple correspondence.
• Experience responding effectively to the most sensitive inquiries or complaints.
• Skilled in calculating figures and amounts such as discounts, interest, commissions, proportions,
percentages, area, circumference, and volume.
• Skilled in working independently, making sound decisions under demanding time constraints.
Compensation
Hiring Salary Range: $68,700 - $85,900
Actual compensation amount paid may be lower or higher to be determined by factors other than race and gender such as the education, experience, knowledge, skills and abilities of the applicant, internal equity, and alignment with market data.
Perks & Benefits
This position includes a competitive benefits package.
Please click here to view our full list of benefits.
G3 is enrolled in the Department of Homeland Security's E-Verifying program and will use the program to verify the employment eligibility of all newly hired employees as required. G3 does not sponsor for employment based visas for this position now or in the future.
E-Verify Notice and Right to Work Notice
Employee Polygraph Protection Act
Equal Opportunity Employer
EEO/AA M/F/Vet/Disability
Sales Representative
Finance Service Representative Job 47 miles from Ceres
Life runs on clean energy. With Sunrun, you get a new, modern energy experience - the freedom to power life how and when you want with reliable, affordable energy made from the sun. Sunrun is committed to providing sustainable and efficient energy solutions to homeowners, empowering them to make a positive environmental impact while reducing energy costs.
Role Description
This is a full-time on-site role for a Sales Representative located in Brentwood, CA. The Sales Representative will be responsible for generating leads, meeting with potential customers, presenting and explaining Sunrun's solar energy solutions, and closing sales. They will also be responsible for maintaining customer relationships, achieving sales targets, and providing exceptional customer service.
Qualifications
Experience in sales, lead generation, and customer relationship management
Excellent communication, negotiation, and presentation skills
Ability to work independently and as part of a team
Strong problem-solving skills and a goal-oriented mindset
Basic understanding of solar energy solutions and sustainability (preferred)
Ability to travel locally within the Brentwood area
High school diploma or equivalent; additional education in sales or marketing is a plus
Part Time (30 Hours) Associate Banker Geer Rd, Turlock, CA
Finance Service Representative Job 8 miles from Ceres
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Part Time (30 Hours) Associate Banker Geer Rd, Turlock, CA
Finance Service Representative Job 8 miles from Ceres
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Part Time Associate Banker San Joaquin (30 hours)
Finance Service Representative Job 4 miles from Ceres
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
· Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
· Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
· Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
· Assists clients and the branch team by helping with new account openings when needed
· Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
· 6+ months of customer service experience
· High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
· Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
· Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
· Strong desire and ability to influence, educate, and connect customers to technology
· Cash handling experience
Part Time (30 Hours) Associate Banker Spreckels, Manteca, CA
Finance Service Representative Job 21 miles from Ceres
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Customer Service Representative
Finance Service Representative Job In Ceres, CA
At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus.
Job Expectations:
• Maintain courteous, professional contact with co-workers, customers, vendors, and community at large.
• Maintain neat appearance and good personal hygiene in compliance with CSI image standards.
• Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately.
• Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process.
• Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures
• Follow federal law and company standards on carding customers for all age restricted products sold at the stations.
• Work professionally with vendors and contractors.
• Regular and punctual attendance is expected.
• Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products
Essential Functions:
• Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact.
• Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment.
• Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently.
• Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable.
• Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed.
• Actively promote store specials and other marketing programs.
• Cross-check price of delivered goods for accuracy.
• Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store.
• Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only)
• May perform other duties as assigned by management.
Requirement/Qualifications:
• Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays.
• Strong attention to detail.
• Ability to handle challenging situations professionally and exercise exceptional judgement.
• Ability to work both independently and in team settings.
• Must possess required up-to-date food handling certificates, as required by law (in specific locations only).
• Cooking/Restaurant experience preferred
Supervisor Responsibilities:
• This position has no supervisory responsibilities
Travel:
• Rare, limited to required training and coverage for nearby stations.
Physical Demands Include but are not limited to:
• Ability to stand and walk for long periods of time on hard and uneven surfaces.
• Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds.
• Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity.
• Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment.
• Periodic exposure to all outdoor conditions during daylight hours.
• Moderate exposure to walk-in coolers and freezers at 34 F or lower.
• Frequent handwashing and attention to personal cleanliness standards.
Must be at least 18 years of age or older to work in California and Oregon locations.
Must be at least 21 years of age or older to work in Washington locations.
Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am.
Must be at least 21 years of age or older to work in Management positions.
· Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers.
· The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law.
USA based job position
Visas will not be granted
Benefits:
· Full-time & Part-time shifts available
· Direct Deposit with competitive weekly pay
· Health & Wellness packages available for purchase
· Education reimbursement program
· Shift Differential Pay for select shifts and job titles
· Management Bonus Program
· Loyalty Service time Program
· Commuter benefit Program
Chevron Stations Inc. (CSI) is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation.
We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
Compensation Range:
$18.00 - $19.00
Chevron Stations Inc. (CSI) is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation.
We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
Financial Service Representative - Merced Branch
Finance Service Representative Job 32 miles from Ceres
Description M T Th F 9:30-6:00, Sat hours TBD 37 hours/week Summary: Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people!
Develops long term relationships with members through meaningful financial conversations.
Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits.
Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services.
Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team.
Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s).
Engages in community events that provide financial education and literacy opportunities in the communities TCU serves.
Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions.
Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts.
Establishes a working knowledge of TCU's policies and procedures, adhering on a daily basis.
Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries.
Adheres to all banking regulations.
Required Skills: -
Ability to provide positive and timely service.
Ability to resolve problems with empathy, accuracy, and timeliness.
Proficient in MS Office (Word, Excel, Outlook).
Strong math skills including rate, ratio and percentage calculations.
Ability to work as an effective team member in a team environment.
Possesses a passion for helping people.
Ability to travel to all TCU locations.
Must be flexible with work schedule to include working on Saturdays as needed.
Required Experience:
Reports directly to assigned branch management staff.
This position has no supervisory responsibilities.
HS Diploma or equivalent.
Retail sales experience preferred.
Levels:
Assoc. Financial Service Representative: Minimum 1 year of related experience.
Financial Service Representative: Minimum 2 years of related experience.
Sr. Financial Service Representative: Minimum 3 years of related experience.
Compensation:
Base hourly starting range is commensurate with experience.
Assoc. Financial Service Representative: Grade 8: $19.69/hour - $24.32/hour
Financial Service Representative - Grade 9: $21.44/hour -$26.48/hour
Sr. Financial Service Representative -Grade 10: $23.33/hour - $28.82
Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts! Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status
Private Banking Representative
Finance Service Representative Job 45 miles from Ceres
Title: Private Banking Representative Hiring salary range: $28.46 - $34.46 per hour Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fourteen consecutive years, Fremont Bank has an immediate opening for a Private Banking Representative in Livermore, CA.
Position Overview
The Private Banking Representative serves as the liaison between VIP clients and Fremont Bank to ensure unprecedented service to foster lifetime partnerships, provide innovative solutions and exceed client expectations for a world class client experience. The Private Banking Representative will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.
Role and Responsibilities
The Private Banking Representative will be responsible for adhering to established Bank and department standards. These responsibilities include:
* Answer incoming correspondence (calls, emails, faxes, voicemail) within established department standards
* Assist clients with new products and services
* Open new accounts
* Cross sell Treasury Management Services, prepare setup documentation, onboard clients and offer support as needed.
* Internal and external inquiries and research requests
* Process client transactions including deposits, transfers, and wire transfers.
* Daily client contact - overdraft report, check and wire verification, return deposited items, etc.
* Verification of Deposit/Credit rating requests
* Client supply orders (checks, deposit slips, endorsement stamps, etc.)
* Cross sell additional Bank products and services
* Assigned daily and monthly tasks and duties
* Coordinate and participate in Department meetings
* Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
* Support Bank Associates with setup of all additional product and services as required
* Account Maintenance, (client contact and follow-up)
* Support Fremont Bank Senior Management as required
* Prepare and process account change requests
* Update client records (system information, electronic and paper files to ensure file accuracy and completeness)
* Complete Department supply orders
* Specific assigned monthly tasks (Monthly Recon, Certifications, client report management, CDARS, etc.)
* Client site travel as required (new accounts, transactions, maintenance)
* Adhere to established Department standards and guidelines
* Client and Bank event assistance as needed
* Escalation of client concerns as appropriate
Minimum Qualifications
* 1-3 years in banking experience, preferred managerial experience
* Cash/treasury management (Positive Pay, ACH, Remote Deposit Capture and Lockbox Services), Online Banking, Bill Pay, and Wire transfer setups
* Ability to recommend and open any type of deposit accounts
* Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
* Excellent verbal and written communication skills
* Professional communication skills, reading and writing
* Highly self-driven and motivated with disciplined skills
* Experience in High level client service skills
* Experience solving customer problems and working with high Net Worth customers
* Have or acquire Signing Authority
* Well versed in Regulatory and audit requirements
* High School Diploma/GED or equivalent
Personal Banker
Finance Service Representative Job 4 miles from Ceres
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Modesto, CA at the North McHenry branch. Bilingual Spanish preferred.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $45,760.00 - $66,125.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 03/13/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Part-Time Member Experiene Rep I (San Joaquin County)
Finance Service Representative Job 21 miles from Ceres
div div class="fr-view" p id="is Pasted"strong OUR CORE VALUES/strong/pp Valley Strong Credit Union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: em We help people and communities prosper./em/pp /pol start="1" type="1"li Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. /lili Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. /lili Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. /lili Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. /li/olp /ppstrong /strong/pp Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.”/ppstrong ESSENTIAL DUTIES/strong/pul type="disc"li Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer./lili Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance./lili Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns./lili Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions./lili Maintains responsibility for all cash controls and follows proper balancing procedures./lili Identifies Members' needs, cross-sells and refers Members to appropriate business partners. /lili Recommends alternative channels such as online, mobile, and digital solutions./lili Identifies and reports fraudulent activity to prevent potential loss to credit union./lili Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc./lili Checks acceptance approval within assigned limits./lili Ensures confidentiality of all Member and credit union information./lili Efficiently and accurately processes all Member transactions on multiple systems./li/ululli Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance. /lili Understands the role in sales growth and meets branch-assigned and individual goals. /lili Performs other duties as assigned. /li/ulpstrong /strong/ppstrong QUALIFICATIONS /strong/pp To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. /pp /ppstrong EDUCATION and/or EXPERIENCE/strong /pp High school diploma or general education degree (GED); related experience and/or training; or equivalent combination of education and experience./ppstrong /strong/ppstrong LANGUAGE SKILLS/strong /pp Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization./pp /ppstrong /strongstrong MATHEMATICAL SKILLS/strong/pp Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest./pp /ppstrong /strongstrong REASONING ABILITY/strong/pp Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form./pp /ppstrong PHYSICAL DEMANDS /strong/pp The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions./pp /ppstrong /strongstrong OTHER SKILLS AND ABILITIES/strong/pp Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. /pp /pp Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures./p
/div
/div
Member Services Representative
Finance Service Representative Job In Ceres, CA
The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. Essential Duties and Responsibilities
Greet members, prospective members, and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability are necessary.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occasionally lift to 75 lbs.
Will occasionally encounter toxic chemicals during shift.
Compensation: $15.50 per hour
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
Personal Banker Tri Valley District
Finance Service Representative Job 45 miles from Ceres
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
**About this role:**
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
**In this role you will:**
+ Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
+ Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
+ Receive direction from managers and exercise judgement within defined policies and procedures
+ Develop understanding of bank products and services to connect to customers' needs
+ Interact with customers to demonstrate care and build relationships
+ Provide appropriate options for bank products and services to customer
+ Refer customers' financial needs to other bankers and partners as needed
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Customer service focus with experience handling complex transactions across multiple systems
+ Experience proactively engaging with customers through outreach via phone or email
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to help customers succeed financially by offering introductions to additional team members as appropriate
+ Experience working with others on a team to meet customer needs
+ Experience fostering and developing strong customer relationships
+ Ability to build strong relationships with internal partners
+ Ability to follow policies, procedures, and regulations
+ Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
+ Ability to interact with integrity and professionalism with customers and team members
+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Support customers and employees in resolving or escalating concerns or complaints
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting Location(s):**
+ 3402 Camino Tassajara Danville, CA 94506
+ 585 San Ramon Valley Blvd. Danville, CA 94526
+ 11020 Bollinger Canyon Road San Ramon, CA 94583
+ 4400 Tassajara Rd., Dublin, CA 94568
+ 7181 Regional Street, Dublin, CA 94568
+ 4767 Hopyard Road., Pleasanton, CA 94588
+ 235 S. K Street, Livermore, CA 94550
+ 4495 1st Street, Livermore, CA 94550
+ 6778 Bernal Ave., Pleasanton, CA 94566
+ 3111 Crow Canyon Pl. San Ramon, CA 94583
Positions may not be available at all branch locations outlined in the posting
**Pay Ranges:**
+ San Ramon, California- Pay Range: $22.00 - $ 30.19 Hourly
+ Danville, California- Pay Range: $22.00 -$ 30.19 Hourly
+ Dublin, California- Pay Range: $22.00 -$ 30.19 Hourly
+ Pleasanton, California- Pay Range: $22.00 -$ 30.19 Hourly
+ Livermore, California- Pay Range: $22.00 -$ 30.19 Hourly
*Positions may not be available at all branch locations outlined in the posting.
*Position requires full-time training for 8-10 weeks. Training schedule is as follows: Monday - Friday - 8:30am - 5:30pm.
*Job posting may come down early due to volume of applicants.
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$22.00 - $30.19
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
27 Mar 2025
***** **_Job posting may come down early due to volume of applicants._**
**We Value Diversity**
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-443972
Personal Banker - Sorel Tracy
Finance Service Representative Job 28 miles from Ceres
Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 50 600 $/$50,600 - 71 400 $/$71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
:
Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
Job Description:
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
In this role, you are expected to:
* Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
* By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
* Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
* Act as a point of contact for the frontline staff in handling customer problems
* Maintain professional space in common areas as per marketing and regulatory guidelines
* Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
* Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
* Strive to achieve and improve service level agreements and productivity targets
* Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
* Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
Job Requirements:
* High school diploma and/or 1 year of relevant experience
* Post-Secondary or Undergraduate degree in related field is an asset
* Completion of IFIC or equivalent required
* CFSA must be completed within 12 months, if hired
* Real estate secured lending and/or investment experience an asset
* Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide
personalized advice to customers in a fast-paced work environment
* Proficiency in software tools including MS Office, and internet application
* Tactful communicator able to exchange ideas and customer information in a concise and logical way
* A self-initiator with strong organizational, planning and time management skills
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Ce poste n'exige pas la maîtrise d'une langue autre que le francais.
Part Time Associate Banker San Joaquin (30 hours)
Finance Service Representative Job 4 miles from Ceres
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
· Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
· Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
· Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
· Assists clients and the branch team by helping with new account openings when needed
· Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
· 6+ months of customer service experience
· High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
· Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
· Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
· Strong desire and ability to influence, educate, and connect customers to technology
· Cash handling experience
Part Time (20 hours) Associate Banker Sacramento East, Stockton, CA
Finance Service Representative Job 33 miles from Ceres
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Part Time (30 Hours) Associate Banker Morgan Hill, Morgan Hill, CA
Finance Service Representative Job 49 miles from Ceres
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Bilingual Spanish Personal Banker
Finance Service Representative Job 33 miles from Ceres
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Stockton, CA at the Stockton branch.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
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Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $47,840.00 - $66,125.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 11/12/2024, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
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