Financial Advisor Associate StifelFinancial Advisor AssociateSanta Rosa, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
NewInside Sales Representative II - Contract TalentBurst, Inc.Inside Sales Representative II - ContractSanta Rosa, CA$28–$30 / hourDevelop relationships with customer personnel, make new contacts in other government and customer organizations to identify key purchasing decision makers to facilitate future sales. This is accomplished by making outbound calls and emails to discuss drug testing needs, business needs, capture reorder business and understand customer program growth.
Financial Assistance Representative I (Collections Representative) Redwood Credit UnionFinancial Assistance Representative I (Collections Representative)Santa Rosa, CA$27–$35 / hourRedwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.
Financial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWindsor, CAAs a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
Financial Assistance Representative I Redwood Credit UnionFinancial Assistance Representative INapa, CA$27–$35 / hourRedwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.
Financial Advisor Associate Stifel Financial CorpFinancial Advisor AssociateSanta Rosa, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Investment Representative - Redwood Credit Union LPL FinancialInvestment Representative - Redwood Credit UnionNapa, CaliforniaThis employment opportunity at Redwood Credit Union in Napa, CA would allow you to join the Investment Program at Redwood Credit Union as an Investment Representative associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Redwood Credit Union for financial solutions.
Final Expense Representative InsuraTecFinal Expense RepresentativeSanta Rosa, CARemoteEngage with clients in a client-focused manner, understanding their needs and providing tailored solutions in the realm of final expense planning. Join us in promoting financial security and providing valuable services to our clients, all while enjoying the benefits of remote work and a supportive team environment.
NewInside Sales Representative II TalentBurst, Inc.Inside Sales Representative IISanta Rosa, CA$28–$30 / hourDevelop relationships with customer personnel, make new contacts in other government and customer organizations to identify key purchasing decision makers to facilitate future sales. This is accomplished by making outbound calls and emails to discuss drug testing needs, business needs, capture reorder business and understand customer program growth.
NewCustomer Service Representative (Bilingual) Community Choice Financial Family of BrandsCustomer Service Representative (Bilingual)Santa Rosa, CaliforniaFull timeOur Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our c ustomers, Team Members, and c ommunities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
CUSTOMER SERVICE REPRESENTATIVE II-III - Rohnert Park, CA Summit State BankCUSTOMER SERVICE REPRESENTATIVE II-III - Rohnert Park, CARohnert Park, CA$25–$29 / hourPrepare and maintain appropriate documentation for all deposit products and services (examples: deposit accounts, online banking, wire transfers agreements, Positive Pay agreements, ACH agreements, Business eBanking). The strong candidate will have an intermediate level of banking knowledge with at least two years of banking experience, is knowledgeable in opening new accounts and has the ability to build customer relationships.
NewCustomer Service Representative (Bilingual) TMX Finance Family of CompaniesCustomer Service Representative (Bilingual)Santa Rosa, CAThe Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
Insurance Sales Representative Unlock Potential 360Insurance Sales RepresentativeSanta Rosa, CaliforniaThis is a client-facing role focused on helping customers understand, and select appropriate financial protection solutions for their family and assets. We are an independent insurance agency seekingInsurance Sales Representative(Remote) to work with individuals and families who have requested information about coverage options.
Insurance Sales Representative - Remote Unlock Potential 360Insurance Sales Representative - RemoteSanta Rosa, CARemoteThis is a client-facing role focused on helping customers understand, and select appropriate financial protection solutions for their family and assets. We are an independent insurance agency seekingInsurance Sales Representative(Remote) to work with individuals and families who have requested information about coverage options.
Account Representative - State Farm Agent Team Member Renee Hyde - State Farm AgentAccount Representative - State Farm Agent Team MemberWindsor, CAAs a State Farm team member for Renee Hyde, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Multiple Line Representative - State Farm Agent Team Member Robert Reed - State Farm AgentMultiple Line Representative - State Farm Agent Team MemberNapa, CAAs our Multiple Line Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. Robert Reed - State Farm Agent is searching for a competitive person who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
Temporary Floating Member Services Representative Self-Help Services CorpTemporary Floating Member Services RepresentativeVallejo, CaliforniaThe MSR/Teller is responsible for delivering the highest-level customer service, accurate and efficient processing of member transactions, promoting products and services, resolving member account issues, making modifications to accounts, adding account services, opening new accounts, and performing those functions according to the policies and guidelines of the credit union in a friendly, helpful manner. Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth.
Bankcard Operations Representative I - Customer Service Westamerica BanCorporationBankcard Operations Representative I - Customer ServiceSANTA ROSA, CA$18.21–$21 / hourWhile performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. Redwood Merchant Services, a division of Westamerica Bank, serves national accounts in the merchant bankcard industry.
Customer Service Representative Ashley Furniture Industries IncCustomer Service RepresentativeRohnert Park, CA$18–$22 / hourSales Order Support: Assist with processing sales orders accurately and efficiently, ensuring all required documentation is complete, and proper approvals are obtained before finalizing transactions. Technology & Systems: Utilize point-of-sale systems, retail management software, Microsoft Office Suite, and other business tools to perform job duties efficiently and accurately.
Bankcard Operations Representative - Risk/Compliance Westamerica BanCorporationBankcard Operations Representative - Risk/ComplianceSANTA ROSA, CA$18.21–$22 / hourAs Bankcard Operations Representative, one must exhibit excellent telephone customer service skills, as well as the following: Monitor and investigate merchant's processing activities using a variety of risk tools. Redwood Merchant Services, a division of Westamerica Bank is seeking a Bankcard Operations Representative for our Santa Rosa location.
Route Sales Representative Frito-Lay IncRoute Sales RepresentativeSanta Rosa, CAOur Route Sales Representatives are responsible for delivering, selling, and merchandising FritoLay's complete line of products including Lay's, Doritos, Cheetos, Tostitos, Fritos, and many more to local stores including gas stations, dollar stores, and large grocery stores. As a Route Sales Representative, you drive a FritoLay truck to different stores, work independently to unload orders, merchandise product, and partner with store managers to increase sales, order, and maintain records throughout the day.
Solar Service Sales Representative Start your career with Simply SolarSolar Service Sales RepresentativePetaluma, CaliforniaIdentify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters. Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports.
Bilingual English and Spanish Member Loyalty Representative R14006 Oportun, Inc.Bilingual English and Spanish Member Loyalty Representative R14006Santa Rosa, CA$18–$20 / hourConducting outreach efforts at local flea markets, community events, and at our Lending As A Service (LAAS) partner locations to increase awareness capture leads, and assist with starting applications; Actively engaging with people at and around Oportun's retail locations, encouraging store visits, and assisting with applications. Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportun's services can help their customers.
Insurance Representative Redwood Credit UnionInsurance RepresentativeNapa, CA$30–$40 / hourResponsibilities to include addressing various coverage issues, handling inside service and sales work associated with existing polices, all endorsement activity, routine coverage questions, problem solving, renewals, and the binding of policies. Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through virtual methods.
Solar Service Sales Representative Simply SolarSolar Service Sales RepresentativePetaluma, CAIdentify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters. Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports.
Member Service Center Representative (Call Center) Redwood Credit UnionMember Service Center Representative (Call Center)Napa, CA$24–$31 / hourRedwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions. The ideal candidate has a combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.
NewCustomer Service Representative Community Choice Financial Inc.Customer Service RepresentativeSanta Rosa, CAThe Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
Patient Access Representative Sonoma Valley HospitalPatient Access RepresentativeSonoma, CaliforniaOverview: Under the direction of the Patient Access Manager the Patient Access Representative is responsible for interviewing patients or their representatives in order to determine and record all demographic and financial information necessary to accurately and effectively process the registration, billing and payment functions. Compensation: Actual compensation takes into account several factors including but not limited to a candidate’s experience, education, skills, licensure and certifications, department equity, training and organizational needs.
Patient Access Representative (Per Diem) Sonoma Valley HospitalPatient Access Representative (Per Diem)Sonoma, CaliforniaPer diemOverview: Under the direction of the Patient Access Manager the Patient Access Representative is responsible for interviewing patients or their representatives in order to determine and record all demographic and financial information necessary to accurately and effectively process the registration, billing and payment functions. Compensation: Actual compensation takes into account several factors including but not limited to a candidate’s experience, education, skills, licensure and certifications, department equity, training and organizational needs.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorSanta Rosa, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorSanta Rosa, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.