CSR - Bike Technical Support
Finance Service Representative Job In San Diego, CA
Ride1Up is a leading e-commerce company focused on the sale of electric bikes direct to consumer. This is a unique opportunity for a customer support professional to join a fun, fast paced industry while gaining valuable e-commerce operations experience.
Please note this is not a remote position and this position also requires experience in the bike industry.
The CSR - Bike Tech Support will report to the Customer Support Manager and will have important customer facing responsibilities. The Bike Tech must have strong bicycle experience and possess strong problem solving abilities using our online customer support portal. They will be identifying customer needs, troubleshooting potential issues, and provide solutions to customer inquires. Additionally, this Specialist will help contribute best practices and customer support articles to improve the consumer experience. Candidates must be able to work independently in a remote team environment which includes high volume emails, Slack messaging, and Zoom calls.
Strong bicycle experience required. Electric bicycle experience preferred.
Candidates must be able to work in a fast paced work environment which includes high volume emails, Slack messaging, and Zoom calls. The ideal candidate will have the ability to build a team, train staff and develop an engaging team culture.
BENEFITS!
High demand, high growth industry
Discounts on electric bikes
Potential to gain value e-commerce operations experience
Responsibilities
Remote diagnose warranty cases and provide proper recommendations
Provide product recommendations and highlight brand benefits via phone and emails.
Provide customer support via email and phone utilizing our Customer Support Portal (Freshdesk)
Manage customer change orders including cancellations, refunds, and order modifications
Update customers with production and shipping timelines
Ad-hoc requests as needed
Qualifications
Strong bicycle knowledge (Electric bicycle experience preferred)
Ability to problem solve and communicate directly with customers
Comfortable answering phone inquiries for 8 hours
Customer service experience
Fast typing (50+ WPM) w/ comfort managing high volume email inboxes
Experience with Freshdesk or Zendesk
Experience with e-commerce and WordPress a plus
Financial Representative
Finance Service Representative Job In San Diego, CA
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.
Member Service Representative
Finance Service Representative Job In San Diego, CA
The Senior Member Service Representative is responsible for efficiently handling all savings functions, interviewing loan applicants, and disbursing loans in a friendly and professional manner. This position will also remain current on all laws, rules and regulations including Bank Secrecy Act (BSA) and Customer Identification Program (CIP) programs and processes.
Essential Duties and Responsibilities:
Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to requests for information pertaining to membership, products/services and loans.
Interview loan applicants providing information on current policies and procedure and verify that loan application is completed accurately.
Disburse loans as authorized and approved by underwriting and/or Credit Committee.
Discuss options available to members for real estate inquiries. Take applications through our mortgage LOS, act as liaison for members to ensure smooth transaction for all phases of loan process up to funding.
Maintain accurate dual control logs of applicable negotiable items sold to members.
Accept deposits, withdrawals, transfers and loan payments.
Handle requests to increase scheduled loan payments.
Complete and maintain monthly sales logs and reports.
Meet outlined goals and objectives established for cross-sell on new memberships & loan funding. Adhere to outlined error ratios on funded loans and memberships.
Meet and maintain established ancillary goals i.e. CBSI, GAP, MRC and Debt Protection.
Ensure compliance with all processes pertaining to BSA, CIP, lending, and REG E programs.
Perform other duties assigned.
Position Requirements and Qualifications:
High school diploma or equivalent.
Minimum of two years' experience in a financial institution with a minimum of one year of new accounts experience.
Minimum of one year of experience in consumer lending.
Preferred knowledge of mortgage lending practices and policies.
Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.
Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge.
Professional written and verbal communication skills including excellent grammar and telephone etiquette.
Ability to handle people and/or situations with tact, diplomacy, and professionalism.
Proficiency with Microsoft Office products, 10 key adding machine and on-line computer core processing system.
Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.
Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct and dress
Support of Business Development at onsite events and/or Marketing efforts within the community.
Senior Relationship Banker
Finance Service Representative Job In San Diego, CA
Have you decided that you want to take the next step in your financial institution career and get onto the MANAGEMENT track? Are you ready to learn more operational duties while leveraging your current skills to maintain and deepen relationships with current members? Do you have a passion for helping others better their financial future?
How does working with a great team where you will feel supported and appreciated sound? If this sounds interesting to you, below are a few more details.
Most important in this job, we want you to take good care of our members because they are everything to us!
Senior Relationship Bankers actively work on the platform opening new accounts, new shares for existing members, processing and funding all consumer loan applications and processing real estate applications.
This includes interviewing potential and existing members to determine appropriate products and services which will meet their financial needs.
Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
May act in the capacity of a supervisor in the absence of manager. Assists Management with branch opening, processing of the monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch.
Here is what we are looking for:
To be successful in this role, you'll need at least 3 years of financial institution experience, and at least 1 years' experience opening new accounts and processing loan applications, including real estate applications.
Ability to actively cross-sell products & services.
You know this already, but you must be able to maintain the confidentiality of member's info!
What we offer:
Great team!
Professional yet relaxed environment!
Training. Lots and lots of training to take your career to the next step!
18 days of PTO in your first year plus 12 holidays a year!
6% 401(k) match
Full benefits package including medical, dental, vision, life insurance, etc.
If this sounds like an amazing opportunity to you (because ya, it is!), we want to hear from you!
Base Pay/Salary: $26.00 - $33.00 an hour, plus incentives
Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.
Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA.
Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.
Financial Sales Representative
Finance Service Representative Job In San Diego, CA
Northwestern Mutual's, downtown San Diego office is actively looking to grow our team of Financial Sales Representatives. We are one of the top producing offices nationwide and are eager to continue building on our winning culture.
Our in-depth sales training program equips sales and business professionals with the education, licensing, and development strategies needed to become successful. (No previous experience in the finance industry is required). We will surround you with resources to help gain financial expertise to confidently provide advice to your clients on investment & insurance options to help clients Save, Grow, and Protect their wealth.
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base through effective outreach, prospecting, networking, and referrals.
Educate-Develop expert knowledge of Northwestern Mutual financial products and market trends through sponsored training, licensing, and exposure to top representatives nationwide.
Influence- Present clients with meaningful recommendations to protect, optimize, and grow their assets using expert perspective and influence.
Compensation & Benefits:
Uncapped performance-based pay in addition to $45K provided to support training and early development in the first 12 months.
Average yearly income of the top 25% performers in first 3 years:
$137K+ Year 1
$192K+ Year 2
$250K+ Year 3
Expense allowances & residual income per client starting in second year.
Paid support for: insurance licensing, SIE, Series 6, Series 63, CFP , and more.
Company funded retirement package and pension plan.
Competitive and comprehensive medical, vision, and dental plans.
Qualifications: You could be right for this opportunity if you have:
Bachelors degree and 3+ years of Sales, Account Management, Business Development, or Leadership experience.
Entrepreneurial ambitions.
Desire for continuous learning within the financial industry.
Outstanding communication ability
Legal authorization to work in the US without sponsorship
Available for flexible on-site work in our downtown, San Diego office.
Sports App Sales Representative
Finance Service Representative Job In San Diego, CA
About Us:
At Fanfusion Ventures, we specialize in driving app downloads through innovative marketing strategies, including in-person marketing, electronic selling, and social media outreach. We partner with leading Daily Fantasy Sporting (DFS) apps to help them expand their user base through engaging, results-driven promotions. Our mission is to connect sports fans with the excitement of daily fantasy sports while delivering measurable growth for our app partners. We are a dynamic team of tech-savvy marketers and sports enthusiasts focused on making a meaningful impact.
Job Overview:
We are looking for motivated, energetic, and tech-savvy individuals to join our team as Sports App Sales Representatives. In this role, you will actively promote daily fantasy sports apps through a combination of in-person events, digital selling and social media engagement. You will attend sporting events and reach out to fans online to generate downloads and drive app adoption.
This is an excellent opportunity for anyone looking to earn while working in an exciting and fast-paced industry. If you're passionate about sports, enjoy engaging with people both in-person and online, then this is an exciting opportunity to be part of the rapidly growing sports app industry!
Key Responsibilities:
In-Person Promotion: Attend live sporting events, festivals, and other high-traffic venues to promote daily fantasy sports apps. Our home base is in San Diego but travel to other cities like Los Angeles does happen to maximize earning potential. If a big sporting event or weekend is happening around the country that is always an option too.
Electronic Selling: Reach out to potential users though various digital platforms to drive app downloads and engage with the audience.
Social Media Engagement: Create and share engaging content across social media platforms (Instagram, Twitter, TikTok, etc.) to raise awareness and drive interest in the apps.
Set up and manage on-site stations where users can learn about the DFS apps and quickly download them.
Provide demonstrations and educate users about the key features and benefits of the DFS apps.
Engage with sports fans both in-person and digitally to create excitement, answer questions, and encourage app downloads.
Track and report your performance and downloads to the team, offering insights for continuous improvement.
Collaborate with the marketing team to ensure consistent messaging across all promotional channels.
Qualifications:
Strong passion for sports, with a good understanding of daily fantasy sports and the industry.
Tech-savvy and comfortable with digital platforms, social media, and mobile apps.
Excellent communication and interpersonal skills - ability to connect with diverse audiences both in-person and online.
Self-motivated and able to work independently while managing multiple promotional channels.
Comfortable working in high-energy environments and engaging with sports fans.
Previous experience in digital marketing, promotional marketing, sales, or social media management is a plus, but not required.
Ability to travel within San Diego or beyond for events.
Why Join Us?
Earning Potential - average salespeople earn $50/hour based on performance. Compensation is tied to the number of app downloads you generate, with added bonuses for top performers.
Dynamic Work Environment - work in an exciting, fast-paced industry where no two days are the same. We meet in the mornings as a team before you hit the field.
Social Media Exposure - grow your personal brand while promoting exciting products to a passionate audience.
Be Part of the Fantasy Sports Revolution - engage with a community of sports fans eager to dive into daily fantasy sports.
How to Apply:
If you're ready to combine your passion for sports with your digital marketing skills, we'd love to hear from you! Please submit your resume.
Contact Information:
Email your application to: **************************
Subject: Sales App Sales Representative- San Diego
Join Fanfusion Ventures and help us bring the excitement of daily fantasy sports to sports fans across San Diego - one download at a time!
Lighting Controls Sales Representative
Finance Service Representative Job In San Diego, CA
SCI Lighting Solutions is seeking a dynamic and experienced Lighting Controls Sales Representative to drive the growth and development of our lighting controls division in the San Diego market. This role involves working with key accounts including electrical contractors, distributors, and specifiers, as well as providing technical expertise and support to SCI's sales team.
Key Responsibilities:
Drive sales through specifying engineers, electrical contractors, and distributors in commercial, industrial, education, and healthcare sectors.
Ensure lighting controls designs comply with California Title 24 and regional lighting standards.
Read and interpret electrical blueprints and schematic electrical drawings.
Use Bluebeam, AutoCAD, and Revit to produce project-specific drawings for clients.
Analyze project pricing and manage startup and commissioning processes.
Coordinate with specifiers, manufacturers, and SCI teams for high-quality project execution.
Maintain organized documentation and communicate effectively with all parties.
Qualifications:
2+ years of relevant experience; sales experience is a plus.
Bachelor's degree in electrical engineering, architecture, business, or similar field, is a plus.
Proficiency in AutoCAD, Revit, AGI, and Familiarity with various lighting controls systems.
Proficiency in the Microsoft Office Suite, including Outlook, Teams, and Excel.
Strong knowledge of lighting controls systems, technical standards, and California Title 24.
Ability to adjust work pace to meet evolving client needs.
Excellent communication, organizational, presentation, and time management skills.
Valid driver's license.
Client Services Representative
Finance Service Representative Job In San Diego, CA
Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected.
We're looking for individuals who thrive on challenges, show initiative, and are committed to making a positive impact. If you possess these qualities and are eager to join a team dedicated to excellence, we believe you'll thrive in our organization. We're currently seeking a Service Professional to join our team in one of our office locations, as this is a hybrid role.
What you will do:
Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
What you will need:
Minimum 1 year experience working in a call center environment
Minimum 1 year experience working in a financial institution/industry.
Skilled in both written and verbal communication, proficient at effectively engaging with diverse audiences in a polite, professional, and influential manner.
Embraces flexibility and adapts seamlessly to change in a dynamic and fast-paced environment, thriving on new challenges and opportunities.
What is nice to have:
Proficiency in utilizing industry-leading tools like Salesforce, Envestnet, NetX360, Docupace, RedTail, and others.
Have previous broker-dealer experience
Possess a current License; ex: Series 7, 24, 65, 99, etc.
Compensation
The base annual salary range for this role is $49,000 to $52,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, licensing, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Sales Representative -AM
Finance Service Representative Job In San Diego, CA
About Company
ENNOVI is a world leader in designing and manufacturing customized interconnect and high-precision system solutions. Headquartered in Singapore, ENNOVI has a global presence across North America, Europe, SEA and China, where all its activities are socially responsible, with minimal environmental impact. ENNOVI serves two main divisions: Automotive and Interplex Medical.
The Interplex Medical is an award-winning full-service contract engineering company dedicated to the design, development, and manufacturing of medical devices. At the crossroads of experience and innovation, we create out-of-the-box enabling technologies within the highly regulated medical business sector. We maintain ISO 13485 certification and FDA registration in Design Control and as a contract manufacturer. Interplex Medical partners with our clients at the earliest stages of the product development process-including voice-of-the-customer research in a clinical setting-to develop the product input document for our client's medical device. Interplex Medical business has 4 sites globally. Learn more at *************************
Ennovi is an equal opportunity employer in conformance with all applicable laws and regulations to individuals who are qualified to perform job requirements. The Company administers its personnel policies, programs, and practices in a non-discriminatory manner in all aspects of the employment relationship, including recruitment, hiring, work assignment, promotion, transfer, termination, wage and salary administration, and selection for training
Why Join Us
We offer a dynamic, collaborative and inclusive culture that encourages continuous learning, professional growth, and a sense of purpose. As a part of the Ennovi family, employees experience the excitement of being at the forefront of cutting-edge technologies and contributing to a sustainable future.
Our commitment to the transformation is epitomized by our five pillars: Speed, Innovation, Best Talent, Global Reach, and Sustainability. This entails navigating exponential market changes through agile structures, fostering innovation across all aspects of our business, strategically expanding our global footprint, championing sustainability initiatives and nurturing a winning team.
For three decades, our OCP business has provided our clients with custom design and manufacturing services for High-Reliability Cable Assemblies and Wire Harnesses. Our processes are scalable from start-ups to Fortune 10 companies.
We partner with customers on critical sensors, medical devices, or automation control systems that provide the reliability they can count on. Our 99.95+% product acceptance rate reflects our commitment to detail in every step of the process.
Privacy Policy
By applying to this job posting, you agree with and acknowledge our privacy policy.
Job Summary
Our San Diego, OCP Sales Representative position is responsible for growing our Custom Cable, Wire Harnesses and Subassemblies business for the medical device industry. You will be responsible for meeting the sales goals for your accounts while developing strategies to attract and retain our target customers. You will also have the opportunity to work closely with our operations team by ensuring we meet customer expectations for quality and on time delivery.
Main Sales Responsibilities
Manage your accounts and develop sales projection/forecast that achieve company goals for profitability and growth
Create and implement business development strategies to attract new target customers
Build a strong relationship with your customers through pro-active communication, meet agreed upon timelines and responsiveness to inquiries
Accept and respond to customer quote requests promptly and accurately
Utilize quote portal and workflows to achieve highest efficiency in communications with suppliers and coworkers
Stay connected to emerging market trends and leverage that knowledge in your sales strategy
Main Operational Responsibilities
Work with external partners to establish pricing, lead times, and components requirements prior to purchasing
Adhere to all pertinent aspects of OCP ISO- 13485:16 procedure “Contract Review”
Perform administrative duties essential to moving the order process through the system
Part Number/BOM/Router entry and maintenance
Produce and maintain all required product documentation
Order entry, and maintenance throughout sales cycle as information changes
Process required ECN, RMA, Customer Complaints as needed
Qualifications
Ability to travel
Experience selling in the cable and wire harness manufacturing and assembly industry
The candidate should have 3+ years' experience in direct OEM sales
Experience developing and achieving sales goals
Preference for Bilingual Communication Skills (English and Spanish)
Mortgage Sector Sales Representative
Finance Service Representative Job In San Diego, CA
Helport AI is revolutionizing the mortgage sector with AI-powered solutions designed to enhance lender efficiency, streamline operations, and improve customer interactions. Our intelligent automation tools provide real-time guidance, predictive analytics, and workflow optimization to mortgage lenders.
Position: Mortgage Sector Sales Representative
We are looking for experienced Sales Executives and Sales Engineers to drive our expansion in the mortgage sector. The ideal candidate will have a strong background in mortgage technology or SaaS sales, a deep understanding of AI applications in lending, and a proven ability to engage C-level executives in consultative sales discussions.
Key Roles & Responsibilities
Sales Executives
B2B Outreach & Acquisition: Identify, engage, and onboard mortgage lenders, brokers, and financial institutions.
Client Relationship Management: Build long-term partnerships and act as the primary point of contact for clients.
Sales Pipeline Development: Manage leads through the sales cycle, from prospecting to closing deals.
Collaboration: Work closely with internal teams, including marketing, product, and customer success, to develop tailored solutions for Mortgage clients.
Quota Achievement: Consistently meet or exceed sales targets and revenue goals.
Technical Demonstrations: Conduct in-depth presentations of Helport AI's solutions, showcasing the benefits for mortgage lenders.
Solution Customization: Work closely with the client and internal operations team to tailor AI-driven automation to their specific workflows.
Industry Expertise: Translate complex AI capabilities into clear, actionable benefits for mortgage professionals.
Lead Generation Support: Collaborate with marketing teams to develop content, webinars, case studies, and industry reports.
Sales Tools & Collateral: Utilize the necessary sales materials to communicate the value of Helport AI effectively.
Ideal Candidate Profile
Proven sales experience in mortgage technology, SaaS, or AI solutions.
Strong understanding of AI applications in lending, underwriting, and risk assessment.
Consultative sales approach with the ability to engage and influence C-level executives.
Demonstrated ability to meet and exceed quotas in a fast-paced sales environment.
Excellent communication skills, both technical and business-oriented.
Experience using CRM tools (Salesforce, HubSpot, etc.) to track sales performance.
What We Offer
Competitive base salary + commission structure.
Opportunity to work with cutting-edge AI solutions tailored for the mortgage industry.
Career growth in a high-demand sector with an expanding client base.
Comprehensive benefits package including healthcare, PTO, and professional development.
Business Banker
Finance Service Representative Job In San Diego, CA
Senior Universal Banker
Job Type: Full-Time
Join Our Team as a Senior Universal Banker!
We are looking for a Senior Universal Banker who is passionate about delivering exceptional customer service, driving business growth, and excelling in branch operations. This role is perfect for a motivated, customer-focused professional with expertise in banking operations, financial products, and client relationship management. If you thrive in a fast-paced environment and are looking for an opportunity to lead, develop, and make an impact, this is the role for you!
Key Responsibilities:
Customer Service & Sales
Engage with customers to identify financial needs and recommend suitable banking products and services.
Build long-term client relationships, ensuring a seamless and personalized banking experience.
Proactively cross-sell financial products, including checking/savings accounts, CDs, IRAs, and Trust & Estate accounts.
Support business clients with Treasury Services, such as RDC (Remote Deposit Capture), armored, and courier services.
Operations & Compliance
Open and maintain consumer and business accounts, ensuring accuracy and compliance with bank policies and state/federal regulations.
Process teller transactions while maintaining an exceptional balancing record.
Review branch documentation, reports, and account openings for adherence to compliance standards.
Ensure adherence to Bank Secrecy Act (BSA) and regulatory guidelines.
Leadership & Team Development
Assist in training and mentoring junior staff to enhance operational efficiency and customer service skills.
Support the Branch Manager in setting team goals and executing promotional activities.
Provide guidance on complex transactions, ensuring staff and customer concerns are effectively resolved.
Qualifications & Experience
3+ years of experience in retail banking, including new accounts and teller services.
Advanced expertise in opening consumer and business accounts.
Strong customer service and sales skills, with the ability to recommend financial products.
Working knowledge of banking regulations (BSA, AML, and Information Security).
Proficiency in MS Word, Excel, Outlook, and banking software.
Notary Public certification preferred.
Why Join Us?
Career Growth - Gain valuable leadership experience and progress within retail banking.
Exciting Work Environment - Be part of a high-energy team that values collaboration and innovation.
Community Impact - Participate in minimum 10 hours of CRA volunteer service annually, contributing to local community initiatives.
Comprehensive Benefits - Competitive compensation and benefits package.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Sales Representative
Finance Service Representative Job In San Diego, CA
Join the nation's leading residential D2D solar company and make a real impact!
- High earning potential - commissions & bonuses
- Personal & professional growth - top-tier training
- Make a difference - help families save with solar
If you're motivated, competitive, and ready to develop valuable sales skills, Sunrun is the place for you!
Sales Representative
Finance Service Representative Job 32 miles from San Diego
Availability: Full-Time/Part-Time
Salary: $17-$20 per hour plus commission and bonuses (OTE 51k-60k)
About Us:
Reign Acquisitions is a rapidly growing retail company located in Carlsbad, CA. We are an innovative company dedicated to delivering top-notch solutions to our clients. As we continue to expand our market presence, we are seeking passionate and results-driven individuals to join our team as a Sales Representative.
Position Overview:
As a Sales Representative, you will be a key player in driving revenue growth for Reign Acquisitions. You will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and achieving sales targets. If you are a self-motivated and ambitious individual with a proven track record in sales, we want to hear from you!
Key Responsibilities:
Develop and maintain relationships with existing clients, ensuring satisfaction and identifying additional needs.
Proactively identify and pursue new business opportunities through lead generation and prospects.
Conduct sales presentations to potential clients.
Collaborate with the sales team to meet and exceed sales targets.
Prepare and present proposals, quotes, and contracts to clients.
Stay informed about industry trends, market conditions, and competitor activities.
Qualifications:
Strong interpersonal and communication skills.
Ability to build and maintain positive client relationships.
Self-motivated with a results-oriented mindset.
Excellent negotiation and closing skills.
How to Apply:
If you are a motivated and goal-oriented individual with a passion for sales, we invite you to apply. Reign Acquisitions is an equal-opportunity employer. We welcome applications from candidates of all backgrounds and experiences.
Proprietary Equity Traders Wanted
Finance Service Representative Job In San Diego, CA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Part Time Associate Banker North Central San Diego (30 hours)
Finance Service Representative Job In San Diego, CA
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
Banker Associate-Middle Market Banking-Associate
Finance Service Representative Job In San Diego, CA
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Part Time Associate Banker North Central San Diego (30 hours)
Finance Service Representative Job In San Diego, CA
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.
Part Time Associate Banker North Central San Diego (30 hours)
Finance Service Representative Job In San Diego, CA
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 Associate Banker San Diego Bay (30 hours)
Finance Service Representative Job In San Diego, CA
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.
Part Time (30 Hours) Associate Banker Spring Valley Branch, Spring Valley, CA Bilingual Spanish Required
Finance Service Representative Job 11 miles from San Diego
JobID: 210605811 JobSchedule: Part time JobShift: Base Pay/Salary: Spring Valley,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
* Reading and speaking in both English and Spanish is required for this role.
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.