Finance Service Representative Jobs in Goleta, CA

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  • Sales Representative

    American Fidelity Sales Careers 4.7company rating

    Finance Service Representative Job 20 miles from Goleta

    Come Join the American Fidelity Educational Services Family Family Owned since 1960 We are seeking a Sales Representative to market our insurance products and provide client customer service statewide to the educational community in your area. Our salaried, career Sales Representatives are responsible for selling supplemental insurance products and services in a defined sales territory with an existing customer base and you will have the opportunity to help grow our customer accounts. You will build strong, long-term relationships with school districts and teaching associations and develop specific, needs-based sales recommendations for their employees, highlighting the benefits of American Fidelity's insurance products. We Offer · Base salary + uncapped commission + additional sales bonus potential · Company car · First year income potential between $82,500 to $122,600 · Paid travel expenses · Consistent six figure income opportunity within 3-5 years · 401k with company match up to 6% · Defined Sales Territory · Multiple Sales Career path options · Consistent, standardized training designed for new Sales Representatives · Comprehensive benefit package including multiple medical, dental, vision and supplemental insurance plans · International Sales Award Trips We Look For: Sales potential with demonstrated leadership qualities, sales awards and sales successes Two years sales, management, or leadership experience or as a recent college graduate, someone who has held leadership roles and demonstrated hard work ethics by working your way through college Candidates with no more than 2 jobs in the last 5 years preferred 60 hours of college education or associates degree preferred Ability to pass financial, criminal, and motor vehicle background checks Pattern of Success Demonstrated by Career Growth Primary Responsibilities · Focus on growing and maintaining existing K-12 School accounts by one-on-one sales of worksite insurance products and services to the educational community · Consult with our current customers to provide value and meet their financial needs · Build strong relationships with our customers and teaching association executives · Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations. Company Perks: · National Presence - American Fidelity conducts business within 49 states, employing salaried, career Sales Representatives located across the country. · Extended Training Program - Sales Representatives participate in a structured, comprehensive training program including on-the-job training within your territory, Product and Sales Schools and online training. · Tenure - More than Double the National Average with 30% of our salaried career Sales Representatives having been employed with American Fidelity for 10 years or more. Company Overview: Founded in 1960, American Fidelity Assurance Company has grown to become one of the largest, private, family-owned life insurance companies in the United States. Focused on our core business, including disability income insurance, life insurance, and supplemental health insurance, American Fidelity has seen rapid and continuous growth. For more information on our company, visit www.americanfidelity.com. At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our success. This means cultivating a workforce with wide perspectives and creating opportunities for engagement, learning and listening. If you'd like more information about American Fidelity's privacy practices, please visit americanfidelity.com/privacy”.
    $72k-82k yearly est. 8d ago
  • Member Services Officer 2

    Coasthills Credit Union 4.0company rating

    Finance Service Representative Job 38 miles from Goleta

    Under the general supervision of the Call Center Supervisor, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting members with their banking needs and effectively cross-selling products, services and solutions. Some duties may involve working with members via ITM. Promotes and maintains a positive image of CoastHills. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Opens new membership and share accounts and closes all accounts. Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM). Prepares and processes transaction requests by telephone and mail. Prepares authorized account charges. Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services. Proactively responds to members' inquiries and requests using product knowledge. Approves transactions within authorized limits. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Assists members in completing forms and documents. Resolves errors and member concerns in a timely manner. Balances cash and coin accurately and maintains appropriate cash levels. Assists in the training of new employees in the branch. Remains current on knowledge of Credit Union policies, procedures, and services. Performs duties as assigned by management and may be assigned to work at any branch QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Minimum one year of customer service and/or cash handling experience in a retail or banking environment. Certificates, Licenses and Registrations None. Knowledge Within six months of employment: Successful completion of core competencies certification. Knowledge of branch operational activities and basic understanding of lending practices and policies. Successful completion of Member Services Officer Level 2 certification. Other Skills and Abilities Successful completion of pre-employment testing. Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the essential functions of this job, the employee: Occasionally (up to 3 hours per workday) Frequently (3 - 6 hours per workday) Regularly (more than 6 hours per workday) Sits X Stands X Walks X Bends neck or waist X Twists neck or waist X Stoops or kneels X Uses hands to finger, handle, or grasp X Repetitively uses fingers X Reaches, pulls, or pushes below shoulder level X Reaches, pulls, or pushes above shoulder level X Lifts and carries 11 to 25 pounds Up to 10 pounds Talks X Hears X Sees X Drives a vehicle X Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Working Condition: The worker is not substantially exposed to adverse environmental conditions. Mobility Moderate Noise Level Moderate AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.
    $68k-117k yearly est. 1d ago
  • Part Time Associate Banker Santa Barbara (30 hours)

    JPMC

    Finance Service Representative Job 20 miles from Goleta

    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.
    $53k-106k yearly est. 25d ago
  • Part Time Associate Banker Santa Barbara (30 hours)

    241387-Comp & Ben Admin Prof Fees

    Finance Service Representative Job 20 miles from Goleta

    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.
    $53k-106k yearly est. 28d ago
  • Part Time Associate Banker Santa Barbara (30 hours)

    144780-Payments_Us

    Finance Service Representative Job 20 miles from Goleta

    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
    $53k-106k yearly est. 60d+ ago
  • Part Time Associate Banker Santa Barbara (30 hours)

    246761-Legacy West Campus Branch

    Finance Service Representative Job 20 miles from Goleta

    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.
    $53k-106k yearly est. 25d ago
  • Part Time Associate Banker Santa Barbara (30 hours)

    260312-South Florida Region Admin

    Finance Service Representative Job 20 miles from Goleta

    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
    $53k-106k yearly est. 60d+ ago
  • Day Shift Customer Service Officer

    Securitas Inc.

    Finance Service Representative Job 53 miles from Goleta

    Security Officer We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients. Securitas plays an essential role for our clients and in society. The Security Officer position helps maintain a safe and secure environment for our clients by actively monitoring the premises, including patrolling a variety of locations. They preserve order while enforcing regulations and directives for a client site pertaining to personnel, visitors, and the area. Frequently our Security Officers will provide customer service and information to a client's employees and customers. We are driven by a clear corporate culture and purpose, which helps us live according to our values of Integrity, Vigilance, and Helpfulness. These values are at the heart of our culture, help define who we are and guide our actions. No experience necessary! If you have retail, food service or hospitality industry background you are a great fit for this role; if not, we will provide you with the training and everything you need for a great introduction to a career in the security industry. Are you interested in being part of our Team? * Apply quickly and efficiently online * Interview from the convenience of your own home * Weekly pay * Competitive benefits * Flexible schedules With over 80 years of protecting the things that matter, we've seen more than most. That's why Securitas is the partner of choice for companies and an employer of choice for candidates worldwide. See a different world. "Securitas is committed to diversity, equity, inclusion and belonging in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other applicable legally protected characteristic." #AF-PSFV
    $34k-49k yearly est. 3d ago
  • Part Time Associate Banker Santa Barbara (30 hours)

    Jpmorgan Chase 4.8company rating

    Finance Service Representative Job 20 miles from Goleta

    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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Santa Barbara,CA $22.50 - $26.11 / hour
    $22.5-26.1 hourly 60d+ ago
  • Veterinary Customer Service Representative

    Alliance Animal Health 4.3company rating

    Finance Service Representative Job 53 miles from Goleta

    Horizon Veterinary Specialists, founded in August 2018 by five board-certified veterinarians, aims to drive positive influence in the veterinary community. With a state-of-the-art facility, a culture centered on inclusion and education, and a passion for excellent medicine, Horizon is committed to serving patients and clients, while supporting the dedicated professionals in veterinary medicine. Our 24/7 emergency and critical care team serves small animal patients across Ventura and surrounding counties, accepting walk-ins and referrals. We have a large, fully equipped, multi-unit ICU that includes an isolation ward and quiet rooms. Our emergency department team is fortunate to have access to our Internal Medicine department six days a week, for consultation and supportive services. We are a growing practice who is always looking for skilled, caring and compassionate people to join our team! Our team at Horizon Veterinary Specialists works in a collaborative, yet driven environment which provides abundant opportunities for growth, development, and patient/client service . We understand and embrace the importance of every pet as a family member and treat each one with the utmost care. Learn more at about us at horizonvets.com Job Description Job duties include, but are not limited to: Maintain the visual appeal of the hospital reception area, greet and welcome clients and patients, answer questions and triage client concerns, answer calls or emails and direct to the appropriate party for resolution, schedule appointments to maximize efficiency and daily flow, check in and check out clients and process payments. Our receptionists offer friendly emotional support in a compassionate and discreet manner during times of need to our clients and must be comfortable with various medical outcomes. Must be able to withstand unpleasant odors and noises. May be exposed to bites, scratches, animal waste and potentially contagious diseases. Whether you're looking to just be a master of your role or trying to grow into that next career move, you'll have opportunities through a variety of virtual and hands on, interactive training and continuing development. Qualifications We're Looking For: * Minimum 1 year of veterinary experience preferred or 3+ years customer service experience in other fields. * Compassionate, calm team player with a positive attitude. * Exceptional multitasking abilities and strong communication skills. * Highly organized with excellent computer proficiency. * Self-motivated, with a desire to continuously learn and grow in your role. * Ability to handle emotionally charged situations with professionalism and resilience. * Excellent written and verbal communication skills, especially in difficult or emotional circumstances. * Comfortable working in a veterinary environment-must not be squeamish. * Ability to adapt quickly to changing situations and manage multiple priorities effectively. Additional Information We offer our staff: * Comprehensive Benefits (health, dental, vision, liability, 401k & 401K matching program, life & supplemental insurance, HSA, & FSA) * Employee Assistance Program * Paid Vacation and Sick Time for ALL Employees * Paid Bereavement Program * Paid Parental Leave Program * Competitive Compensation * Continuing Education Allowance (applicable to licensed employees) * Tuition Assistance Program * Access to a CVA/CVT/CVPM Partnership through Penn Foster * Career Development Opportunities * Referral Bonus Program for most positions! * Additional Benefits May Also Be Available (i.e. Personal Pet Discounts, Holiday Pay, Uniform Allowance, Bonuses etc) * Hiring eligibility may be contingent to a candidate authorizing and completing a satisfactory background check. * Note - some benefits may only be available to or vary slightly for full time employment status vs part time status. For additional details including our full equal opportunity statement, texting/outreach communication authorization, physical requirements of the job and more, please visit: ***********************************************************
    $32k-42k yearly est. 56d ago
  • Inside Sales/Customer Service Representative

    Fastsigns 4.1company rating

    Finance Service Representative Job 60 miles from Goleta

    FASTSIGNS Customer Service Representative Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. The sign industry is ever-changing and dynamic. All you have to do is look all around, and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to extensive projects are unique and highly customized. Responsibilities * To be the initial contact with current and prospective customers * To work with customers by email, telephone, in-person and at their place of business. * Working to build long-lasting relationships by turning prospects into customers and then into long-term clients. * Light sign manufacturing and possible onsite installation * Knowledge of computer, computer software and sales software would be a bonus * Manage CRM database * Project management experience a plus * Previous sign experience a plus Benefits * FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. * We have the most extensive training programs, both online and in-person, in the industry. * Working for FASTSIGNS will allow you to grow your personal and business skills. Qualifications You will be involved in the day to day operations of the business and will contribute to the marketing plans and be intimately involved in the success of the FASTSIGNS Center. * Must be outgoing, responsive, eager to learn * the ability to build relationships. * Excellent listening skills, documentation and organization * prepare estimates, implement work orders and ensure timely delivery of finished orders. We are not just looking for just anyone to fill this position. We are looking for someone that believes that they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. We need a self starter who can work in a small team environment. If you think you have what it takes to succeed in this dynamic industry, we encourage you to apply. Are you that person? Compensación: $20.00 per hour
    $20 hourly 60d+ ago
  • Reinstatement - CSR 712 (Free Name List)

    County of Santa Barbara 4.2company rating

    Finance Service Representative Job 20 miles from Goleta

    Welcome! Thank you for your interest in reinstating with the County of Santa Barbara. We are excited that you are considering rejoining our team. In order to qualify for reinstatement, you must meet the following requirements: Separated from a regular status position from the County of Santa Barbara. A regular status position means that you were not extra-help, contract, provisional, filling behind an employee on a leave of absence, filling a limited term, or working for the County through a temporary agency. Separated from the County in good standing. Good standing means you gave sufficient notice and are considered eligible for rehire. Applied for reinstatement within two years of your separation date from the County. Meet the employment standards for the position you are applying to. You may request reinstatement to a position in the same job classification or to another classification with the same or lower salary allocation for which you possess the minimum qualifications for. For additional information on the reinstatement process, please review Civil Service Rule 712. Candidate for Reinstatement. An employee, having permanent or probationary status, who resigns in good standing, or who is displaced or laid off may, within two years after the date of separation or layoff, request in writing, and by submitting a new application, reinstatement to a position in the same class or to another class with the same or lower salary allocation and for which the employee possesses the minimum qualifications. Upon approval by the Personnel Director, the name of each such candidate shall be placed on the eligible list as a free name for the appropriate class and shall not count as a standing when determining the order of standings on an eligible list. The name shall be retained on the eligible list as a free name for a period not to exceed two years from the date of separation or lay off unless it is removed sooner in accordance with these rules. Upon notice from the Santa Barbara County Board of Retirement that a person on disability retirement is no longer incapacitated, that name shall be placed on the eligible list for the class of position held by the employee when retired for disability as a free name and shall not count as a standing when determining the order of standings on an eligible list. Such candidate shall be certified only to the department where the person was employed immediately prior to retirement and the name shall be retained on the eligible list for two years or until candidate is either reinstated, refuses to accept reinstatement, or fails to respond to an offer of reinstatement. If not reinstated during the two-year period the candidate may, again, be placed on the eligible list for reinstatement as outlined in this paragraph. Examples of Duties Employment Standards In order to reinstate with the County of Santa Barbara, you must: Complete an online application by clicking on the Apply link above. If you meet the requirements for reinstatement, your application will be placed on the reinstatement list for the specified job classification. You are strongly encouraged to contact the department directly to learn what position(s) are available and express your interest in reinstating. For contact information on County of Santa Barbara Departments, please click County Departments Supplemental Information For assistance in applying for reinstatement, please reference the links below: County of Santa Barbara Job Classifications, please click Job Classifications County of Santa Barbara Salary Table, please click Salary Table Please note, you must complete a separate employment application for each job classification that you would like to be considered for reinstatement.
    $35k-41k yearly est. 60d+ ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Finance Service Representative Job 20 miles from Goleta

    Application Deadline: 04/04/2025 Address: 3780 State St. Job Family Group: Retail Banking Sales & Service This is a part-time 36 hours a week position. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,715.00 - $49,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-49k yearly 4d ago
  • New Accounts/Loan Rep (MSR)

    Ventura County Credit Union 3.9company rating

    Finance Service Representative Job 53 miles from Goleta

    Job Details RIVERPARK - Oxnard, CA $20.00 - $25.00 HourlyDescription At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we'd love to hear from you! What You'll Do Open new accounts and establishing new memberships including Checking, Certificates, and Money Market Savings, Business Accounts, IRAs, Living Trusts, vesting changes and/or statements related to fraud, check orders (new and reorders), changes of addresses/phone numbers. Process consumer and/or business loan applications - Interviews loan applicants, follows up on approved or pending loans, collects stipulations required for funding, prepares loan documents, and funds consumer loans. Engage in decision-making by researching internal procedures/policies and communicating with the credit union support departments as necessary to solve member issues. Identify referral and cross-sell opportunities expanding the member relationship based on account history and needs, including reviewing promotional offers and marketing campaigns. Performs teller functions, as needed. Including accepting negotiable items, scanning checks, buying and selling cash from and to CDMs/TCRs or other Branch Reps/Vault Teller, opening/closing procedures Shifts include: 8AM - 5:30PM (M-W), 8AM - 6PM (Th-F), 8:30AM - 2:30PM (Sat) What We're Seeking Previous financial institution experience, 2+ years, specifically in new accounts and loan processing. Previous sales experience in financial services, 6-12 months Someone who is service driven and able to communicate solutions with empathy. What Will Make You Stand Out Credit Union platform experience. Working knowledge of these systems - Symitar/Episys and MeridianLink. Fluency in Spanish, specifically in finance/banking terminology. A dedication to service, working with organizations that seek to improve the lives of people in your community. What's In It For You Paid Volunteer Time Paid Time Off, including Sick/Vacation/Holidays Medical/Dental/Vision/Supplemental Benefits 401k Employer Match & Safe Harbor Contribution Company Sponsored Life & LTD Insurance Education Reimbursement VCCU Membership and Rate Discounts We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
    $35k-42k yearly est. 4d ago
  • Part Time Associate Banker Santa Barbara (30 hours)

    JPMC

    Finance Service Representative Job 20 miles from Goleta

    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
    $53k-106k yearly est. 25d ago
  • Part Time Associate Banker Santa Barbara (30 hours)

    Jpmorganchase 4.8company rating

    Finance Service Representative Job 20 miles from Goleta

    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.
    $27k-52k yearly est. 60d+ ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance Service Representative Job 53 miles from Goleta

    div class="job-description-container" div class="benefits" divstrong Benefits:/strong/div ul li Competitive salary/li li Paid time off/li li Training amp; development/li /ul /div div class="trix-content" div FASTSIGNS #63301 is hiring for a Customer Service Representative to join our team!br/br/ /divdiv br/ Benefits/Perks:br/br/ /divul li Competitive Pay/li li Paid Vacation and Holidays/li li Ongoing Training Opportunitiesbr/br/ /li /uldivA Successful FASTSIGNS Customer Service Representative Will:br/br/ /divul li Be the initial contact with current as well as prospective customers in our FASTSIGNS Center/li li Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center/li li Work with customers in numerous ways such as email, telephone, in-person./li /uldivbr//divdiv Ideal Qualifications for FASTSIGNS Customer Service Representative:br/br/ /divul li2-3 years of retail or counter sales experience preferred/li li High school diploma or equivalent/li li Outgoing, responsive, eager to learn and has the ability to build relationships/li li Great listening and organization skills/li /uldivbr//divdiv Do you enjoy working with people? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today!/div /div div class="job-compensation" Compensation: $16.00 - $20.00 per hour /div br/br/br/ div class="account_description" div style="text-align: center;"At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. br/br//div div style="text-align: center;"Are you ready to plan for your future? Discover your next career. Make your statement.br/br//div div style="text-align: center;"Learn more by exploring the positions offered by FASTSIGNS centers./div /div br/ div class="disclaimer-v2" p style="font-size:8pt;"em This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate. /em/p /div /div
    $16-20 hourly 60d+ ago
  • Associate Banker

    BMO Harris 4.1company rating

    Finance Service Representative Job 20 miles from Goleta

    Application Deadline: 04/04/2025 Address: 3780 State St. Job Family Group: Retail Banking Sales & Service This is a part-time 36 hours a week position. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. * Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. * As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. * Meets customer transaction-based needs with seamless execution. * Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. * Contributes to meeting branch business results and the customer experience. * Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. * Contributes to business results and the overall experience delivered in the branch. * May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits. * Analyzes issues and determines next steps; escalates as required. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. * Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Basic specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,715.00 - $49,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-49k yearly 24d ago
  • Banker

    Coasthills Federal Credit Union 4.0company rating

    Finance Service Representative Job 38 miles from Goleta

    Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here . If you'd like more information on your EEO rights under the law, please click here .
    $35k-56k yearly est. 34d ago
  • Part Time Associate Banker Santa Barbara (30 hours)

    Jpmorgan Chase & Co 4.8company rating

    Finance Service Representative Job 20 miles from Goleta

    JobID: 210573978 JobSchedule: Part time JobShift: Base Pay/Salary: Santa Barbara,CA $22.50-$26.11 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.
    $27k-52k yearly est. 60d+ ago

Learn More About Finance Service Representative Jobs

How much does a Finance Service Representative earn in Goleta, CA?

The average finance service representative in Goleta, CA earns between $27,000 and $66,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average Finance Service Representative Salary In Goleta, CA

$42,000
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