Financial Services Representative I, II, Senior Global Credit Union Home Loans LLCFinancial Services Representative I, II, SeniorCA$49,284–$73,391 / yearSenior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan.
Financial Services Representative - State Farm Agent Team Member Amy Blackwell - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMurrieta, CAFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Amy Blackwell - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative - Irvine, CA FidelityFinancial Services Representative - Irvine, CAIrvine, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewConsumer Investments - Financial Services Representative I (Lincoln, RI) Bank of AmericaConsumer Investments - Financial Services Representative I (Lincoln, RI)Riverside, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
Financial Services Representative (Remote) TransGlobal Holdings Co.Financial Services Representative (Remote)Irvine, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
Financial Services Representative - State Farm Agent Team Member Kristi Kim - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberChino Hills, CA$50,000–$60,000 / yearFull timeROLE DESCRIPTION: As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative – State Farm Agent Team Member Allan Cheng - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberGlendora, CAFull timeEnthusiastic 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. Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
NewPT Utilities Customer Services Representative I GovernmentJobs.comPT Utilities Customer Services Representative IAnaheim, CAThe Public Utilities Customer Services Representative I performs public contact and record keeping work related to the operational, financial and commercial records of water and electric utilities and provides a wide range of information and service to utility customers and the general public. The ideal candidate will: Possess experience working in a fast-paced customer service call center environment, demonstrating the ability to handle high call volumes (preferably utility-related) and deliver exceptional service under pressure.
PT Utilities Customer Services Representative I City of AnaheimPT Utilities Customer Services Representative IAnaheim, CA$27.77–$35.14 / hourAbility to: Type at a net corrected speed of 35 words per minute; read and comprehend written training material in order to learn the functions required of the position; acquire knowledge of City services, activities, procedures, and community service programs and community based organizations; make basic arithmetical calculations; analyze data and draw logical conclusions; maintain accurate records; speak clearly and concisely; to operate a computer; communicate effectively; follow verbal and written instructions; respond tactfully and effectively to public inquiries, complaints, and requests for services; establish and maintain effective working relationships with the public and staff. Use various computer systems computer extensively to enter data of new utility customers and make data changes; interact with customers, coordinate with utility field and billing units, check credit ratings, obtain other information to assist customers, research, resolve or refer to investigators reports of unauthorized utility usage and use discretion to determine deposit and restoration of service requirements.
NewAnimal Services Representative City of Mission ViejoAnimal Services RepresentativeMission Viejo, CA$25.08–$30 / hourHas strong work experience providing administrative support work requiring the use of independent judgment, tact, and discretion; Is a reliable and flexible team player, enthusiastic about helping others; able to work both independently and in a group environment; and open to feedback; Can establish and maintain effective and harmonious working relationships with all levels of staff, volunteers, and the public; Can handle stressful situations while working in a fast-paced, busy Animal Shelter environment and demonstrates the ability to remain calm when dealing with disgruntled people; Is proficient in the use of computer applications such as Word, Excel, Outlook and has the ability to quickly learn new programs such as Chameleon animal services software and Motorola dispatch equipment; and. The Mission Viejo Animal Services Center is a pro-humane facility that provides an array of services including animal licensing, rabies control, pet adoption, community outreach presentations, patrol of public streets and parks, picking up injured wildlife, impounding stray dogs/cats, issuing citations, and providing a shelter for homeless animals.
Customer Service Representative III Glaukos CorpCustomer Service Representative IIIAliso Viejo, CAInteracts with internal and external customers (sales, all support staff, doctor offices, distributors, vendors, suppliers, contractors, regulatory agencies or legal representatives), by meeting regularly, responding to requests and explaining procedures, to ensure operations are in compliance, promote positive business relationships and ensure that company interests are represented. The Customer Service Representative III provides excellent customer service while working closely with medical professionals and sales representatives handling all customer service-related activities.
Resident Services Manager - Multi-Family Property Management UDR IncResident Services Manager - Multi-Family Property ManagementCosta Mesa, CA$70,000–$75,000 / yearManage and complete a variety of tasks which range from simple to complex; all of which are associated with driving and supporting community operations: Prepare, communicate and deliver all resident specific and community letters and notifications, legal notifications, in addition to the management of the new resident move-in process, documentation and the issuance of all community keys, fobs, remotes, parking permits and parking assignments. Lead winning team by professional example, taking ownership and personal interest in direct reports, if applicable to drive results and team performance: Host daily and weekly team huddles to discuss community/resident/operations issues and concerns, provide update to team regarding policies, practices, company or team initiatives, training and team building.
NewNew Accounts Representative eTeam Inc.New Accounts RepresentativeBrea, CA$28–$32 / hourMakes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments in a timely manner.
NewNew Accounts Representative – Branch Banking Operations 3655063 Axiom PathNew Accounts Representative – Branch Banking Operations 3655063Brea, CaliforniaExposure to consumer and commercial branch banking operations, including new accounts, teller transactions, audit support, customer service, and financial products. This branch-based team supports both consumer and business banking customers with account servicing, transaction processing, problem resolution, and financial product support.
Manager of Financial Planning & Analysis Western Oilfields Supply CoManager of Financial Planning & AnalysisIrvine, CA$135,000–$155,000 / yearPart timeThe role owns financial oversight for assigned P&L areas and partners closely with Sales, Marketing, Product, Procurement, Operations, and Shared Services to accelerate profitable growth, expand margins, strengthen spending discipline, improve forecast accuracy, and convert working capital into cash. This individual is expected to step into complex or rapidly changing environments, establish structure and accountability, identify and recover profit leakage, and provide executive leadership with forward-looking insights that improve business performance and strategic decision-making.
Contact Representative (Benefits Coordinator) US Department of Health and Human ServicesContact Representative (Benefits Coordinator)Hemet, CA$45,409–$72,644 / yearGS-08: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the next lower grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: interpreting and applying federal, state, Tribal, and third-party program regulations to determine eligibility and ensure compliance for programs such as Purchase Referred Care, Medicare, Medicaid, Affordable Care Act, Veterans Affairs Healthcare, and other alternate resources; conducting in-depth patient interviews to assess eligibility, verify coverage, and complete applications; registering eligible patients in various assistance programs; resolving claim denials and eligibility issues through coordination with patients, healthcare providers, and outside agencies; reviewing Medicaid eligibility information and supporting billing requirements; and utilizing effective oral and written communication to explain program requirements, provide referrals, and resolve complex patient service issues. MINIMUM QUALIFICATIONS: GS-06: Your resume must demonstrate at least one (1) year of specialized experience equivalent to at least the GS-05 grade level in the Federal service obtained in either the private or public sector performing the following type of work and/or tasks: determining patient eligibility for alternate resources programs; interpreting and applying Medicare, Medicaid, VA, and other third-party payer policies and procedures; conducting patient interviews to identify available healthcare coverage and funding sources; assisting patients with enrollment and claims processes; researching and resolving eligibility, denial, and reimbursement issues; maintaining effective working relationships with patients and resource agencies; and safeguarding confidential patient information in accordance with Privacy Act and HIPAA requirements.
Personal Banker Chino Commercial BancorpPersonal BankerCorona, CA$24–$30 / hourOpen new accounts, both business and personal by assigning account numbers; completes forms requiring customer signature(s); checks Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to business and personal checking accounts, savings accounts and certificates of deposit for processing. The Personal Banker is responsible for developing new business relationships through marketing, calling and being active in business functions; promoting business for the Bank by maintaining good customer relations, cross selling Bank products; and referring customers to appropriate staff for new and additional services.
Relationship Banker Client Relationship Specialist First BankRelationship Banker Client Relationship SpecialistNewport Beach, CA$20.75–$25.50 / hourClient Acquisition and Engagement: Acquire and deepen the branch client base through proactive relationship banking, business development activities, and client engagement strategies, including needs assessments, cross-selling, and tailored financial solutions. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors.
Business Development Officer Chino Commercial BancorpBusiness Development OfficerOntario, CAEngages in business development activities and solicitation of new business prospects; participates in community affairs, business and service organizations, including public speaking; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; investigates and follows-up on significant changes in status of existing customers; meets with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary; assists in the organization of the department, coordinating available resources (e.g., staff, materials, etc.) for maximum results; and reviewing marketing strategies in relation to department and Bank goals and recommending suitable marketing approaches. Intermediate math skills; calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Business Development Officer Chino Commercial BankBusiness Development OfficerOntario, CA$70,304–$90,000 / yearEngages in business development activities and solicitation of new business prospects; participates in community affairs, business and service organizations, including public speaking; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; investigates and follows-up on significant changes in status of existing customers; meets with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary; assists in the organization of the department, coordinating available resources (e.g., staff, materials, etc.) for maximum results; and reviewing marketing strategies in relation to department and Bank goals and recommending suitable marketing approaches. Intermediate math skills; calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Store C Manager 9429 Circle K Stores IncStore C Manager 9429Perris, CA$20.72–$25.40 / hourAbility to pushpull with arms up to a force of 20 pounds i.e. utilizing a hand-truckAble to reach overhead for objectsAbility to bend and twist at waistAbility to communicate orallyAbility to operate a cash register andor computer keyboardAbility to stoop kneel squat bend push and pullAbility to work aloneBe exposed to occasional noiseAbility to stand andor walk for an entire shiftMay require climbing a ladder to store and retrieve materials or place and remove signsWORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Complete physical activity inventory of the position includesAbility to work a minimum of 50 hours per weekAbility to be exposed to cold or warm temperature extremes performing occasional work in a walk-in cooler andor freezer and outdoorsAbility to occasionally lift andor carry up to 30 pounds from ground to overhead i.e. assisting in stockingmaintaining inventory levelsAbility to occasionally lift andor carry up to 50 pounds from ground to waist i.e. to replenish fountain syrups.
Store C Manager 9429 Circle K StoresStore C Manager 9429Perris, CaliforniaPrepares on-going and timely performance appraisals in Workday for all employees, providing proper performance-based feedback, this including 30- and 60-Days check-ins, 90-Days, 12 Months, and ongoing Anniversary check-ins. Leadership and Management: Directly supervises the activities of 2 or more full-time employees which may include Assistant Manager(s), Lead Representative(s) and Customer Service Representative(s).
Pro Sales Manager - Inland Empire The Home Depot IncPro Sales Manager - Inland EmpireRiverside, CA$100,000–$130,000 / year40% Leadership - Provide direction and guidance to Outside Sales team on all aspects of regional professional sales; Drive and and lead market-based change; Coaching and training of Pro Account Representatives by making customer visits and managing Salesforce.com. Key Responsibilities: 20% Execution - Drive compelling Pro performance in terms of growth, profitability and Pro customer satisfaction; Deliver consistent portfolio execution; Identify and implement best practices; Conduct weekly sales updates, monthly and quarterly business reviews.