NewFinancial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
NewPatient Service Representative – ACC Call Center (Hybrid) JobotPatient Service Representative – ACC Call Center (Hybrid)San Francisco, CA$21–$24 / hourConsistently ranked among the nation's best hospitals, particularly recognized for excellence in neurology and neurosurgery; cancer care; heart care; diabetes; ear, nose and throat care; and psychiatry and psychology, among other services. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Services Representative II Meriwest Credit UnionFinancial Services Representative IIMountain View, CA$27.79–$34.87 / hourThe Financial Services Representative provides personalized service to members in order to attract, enhance, and retain member relationships Incorporates Service Plus into all aspects of member contacts and continually builds relationships with members in order to retain and increase memberships. Knowledge of business banking deposit accounts, payroll, merchant, and the ability to promote business banking loan options.
Financial Service Representative - Pinole Branch Travis Credit UnionFinancial Service Representative - Pinole BranchPinole, CaliforniaMaintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).
Financial Service Representative - Vallejo Branch Travis Credit UnionFinancial Service Representative - Vallejo BranchVallejo, CaliforniaMaintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSunnyvale, CADevelop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Financial Service Representative - Palo Alto, CA FidelityFinancial Service Representative - Palo Alto, CAPalo Alto, 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. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Financial Service Representative GlobalFinancial Service RepresentativeSan Jose, CaliforniaWith deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement. Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).
Financial Service Representative LTD GlobalFinancial Service RepresentativeSan Jose, CAFull timeWith deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement. Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).
Allstate Insurance and Financial Services Account Manager Allstate Agency of Jared Burns-CoffinAllstate Insurance and Financial Services Account ManagerWalnut Creek, CAWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. 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.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSan Leandro, CA$27–$31 / hourPart timeCustomer Focus: Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
Change Manager, Financial Services KPMG International CooperativeChange Manager, Financial ServicesSan Francisco, CAQualification • A minimum of 6 years of experience in change management within financial services • Finance Transformation Expertise: Significant, proven experience executing change management strategies specifically for finance organizations or large-scale finance transformation programs. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Customer Engineer, Data Analytics, Financial Services Google LLCCustomer Engineer, Data Analytics, Financial ServicesSan Francisco, CANote: By applying to this position you will have an opportunity to share your preferred working location from the following: New York, NY, USA; Atlanta, GA, USA; Austin, TX, USA; Cambridge, MA, USA; Chicago, IL, USA; Los Angeles, CA, USA; San Francisco, CA, USA; Sunnyvale, CA, USA. Experience with "Big Data" technologies or concepts (e.g., analytics warehousing, data processing, data transformation, data governance, data migrations, ETL, ELT, SQL, Spark, performance or scalability optimizations, batch versus streaming).
Partner Development Representative | Financial Institutions Ramp Business CorpPartner Development Representative | Financial InstitutionsCAConduct research on Private Equity & Venture Capital firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners. Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly!
Patient Services Representative-Ambulatory Alameda Health System FoundationPatient Services Representative-AmbulatoryOakland, CA$31.78–$39.14 / hourInform and advise medical providers of patient's financial status and maintain open communication with Healthcare providers and staff to ensure timely notification of any health conditions or diagnosis that could qualify the patient for programs to assist the patient(s) with their healthcare costs. Registration and Pre-registration for Ambulatory Care Services; Interview patients to obtain necessary information for billing purposes, financial screening of patients and process documents to establish source of payment, and preparation of registration packets and patient visit.
NewSales Representative- Homebuilder Services Division First American Financial CorpSales Representative- Homebuilder Services DivisionSan Ramon, CACompiles lists of prospective customers for use as sales leads, based on information from networking, websites, newspapers, business directories, industry ads, trade shows, and other sources and develop and execute on a call plan for qualified real estate agents, brokers and their staff, lenders and attorneys. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
NewFinancial Representative - Sunnyvale, CA FidelityFinancial Representative - Sunnyvale, CASunnyvale, 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.
Financial Sales Representative I Citizens Business BankFinancial Sales Representative ISan Mateo, CA$20–$22.12 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Patient Services Representative Non-Clinical - Administrative Lee Hecht HarrisonPatient Services Representative Non-Clinical - AdministrativeOakland, CAAvailable paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Account Services Representative III Provident Central Credit UnionAccount Services Representative IIIRedwood City, CA$27.50–$34.86 / hourMaintain a thorough understanding of state and federal laws and regulations related to credit union compliance including Bank Secrecy Act(BSA) which includes Customer Identification Program (CIP), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC). Essential Functions: The ASR III will accurately review each exception entry of debit and credit transactions to independently make decision if item will be paid or returned; assess transaction details including Tran Code, SEC code and exception reason.
Patient Services Representative (Medical Receptionist) Berman Skin InstitutePatient Services Representative (Medical Receptionist)San Francisco, CAIf you enjoy helping people, staying organized, and working in a fast-paced medical environment this is a role where you can build a long-term career, not just hold a front desk job. Welcome and check in patients Answer phones and assist with questions Schedule and confirm appointments Educate patients on services and next steps.
Member Services Representative HealthFitnessMember Services RepresentativeSunnyvale, CaliforniaMaintain effective relationships with department teams and participate in internal programs and special events including regular staff meetings and trainings. HealthFitness, a Trustmark company, is a proven leader in providing fitness solutions that engage and connect people both on-site and online, to create a strong community of health.
Customer Service Representative Sales Representative CPI International Holding Corp. (Microwave Power Products Division)Customer Service Representative Sales RepresentativePalo Alto, CA$60,000–$90,000 / yearOur highly engineered products serve as the backbone of modern-day commercial and military communications systems aid in the treatment of cancer assist in diagnosing medical conditions support and protect soldiers sailors and pilots empower scientific discoveries and space exploration help ensure the safety of imported foods and materials and much more. You will serve as the main point of contact for current customers-ensuring their needs are met with speed and professionalism-while also engaging in proactive outreach to generate leads and grow our customer base.
Senior Member Service Representative (Teller) Patelco Credit UnionSenior Member Service Representative (Teller)Lafayette, CAOpen accounts and submit simple loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.
NewTeller (Senior Member Service Representative) Patelco Credit UnionTeller (Senior Member Service Representative)Dublin, CaliforniaFull timeOpen accounts and submit simple loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.
Customer Service Representative (Bilingual) Community Choice Financial Family of BrandsCustomer Service Representative (Bilingual)San Francisco, 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 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.
Customer Service Representative Community Choice Financial Family of BrandsCustomer Service RepresentativeSan Leandro, 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 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.
Sales & Service Representative MRC Global USSales & Service RepresentativeBenicia, CaliforniaUtilize MRC Global systems/software to create quotes, locate available products/materials, process customers’ orders, create vendor purchase orders (PO), and perform other tasks related to customer needs. Service next-level customer needs, including orders involving externally sourced labor, return material authorizations (RMA), purchase order changes, and orders involving special invoicing needs.
Sales and Service Representative MRC Global USSales and Service RepresentativeBenicia, CaliforniaUtilize MRC Global systems/software to create quotes, locate available products/materials, process customers’ orders, create vendor purchase orders (PO), and perform other tasks related to customer needs. Service next-level customer needs, including orders involving externally sourced labor, return material authorizations (RMA), purchase order changes, and orders involving special invoicing needs.
Customer Service Representative Ultimate Staffing ServicesCustomer Service RepresentativeBenicia, California$27–$30 / hourMaintain various financial or statistical records requiring the use of independent judgment, Audit invoices for proper extensions, taxes, discounts and totals, match invoices to purchase orders to see that correct items are invoiced and billing is proper; allocate purchases to various budget accounts. Build and maintain positive working relationships with co-workers, other City employees and the public using principles of good customer service.
Customer Service Representative AmeriVetCustomer Service RepresentativeSan Rafael, CaliforniaTo provide an exceptional experience, a CSR manages appointments, answers calls, processes patient information, and ensures seamless communication between clients and our medical team. · Inform clients about the services offered, preventive care options, and how they can conveniently book appointments online or shop for pet products through our online store .
Customer Service Representative (Bilingual) Pacific Gypsum SupplyCustomer Service Representative (Bilingual)Oakland, CaliforniaDepending on the role, associates may also be eligible for performance-based bonus programs, commissions, car allowance or automobile and fuel program, and reimbursement for travel expenses in accordance with company travel policy. Should a Candidate be submitted to fill a position by a recruiting or staffing services agency (“Agency”), the Company has no obligation to pay the Agency any fee for submission, offer, placement or any service without a fully executed contract of service covering the engagement.
Insurance Customer Service Representative Allstate Agency of Jared Burns-CoffinInsurance Customer Service RepresentativeBurlingame, CASuccessful Allstate Agency Owner Jared Burns-Coffin is seeking a qualified professional to join their winning team for the role of Insurance Customer Service Account Manager. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better.
Bank Sales & Service Representative (Universal Banker) First Citizens BankBank Sales & Service Representative (Universal Banker)Palo Alto, California$20–$28 / hourFull timeOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Veterinary Receptionist (CSR) The Grand Lake Veterinary HospitalVeterinary Receptionist (CSR)Oakland, CaliforniaThe receptionist answers telephones, greets clients, prepares patient files, receives and relays client correspondence, updates client financial records. Educates clients on over-the-counter products such as shampoos and nutraceuticals; has full knowledge of heartworm and external parasite preventives to promote client education and sales.
Customer Service Representative - State Farm Agent Team Member Kelly Wright - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberOakland, CAJoin a reputable State Farm Agent team focused on delivering comprehensive insurance and financial services solutions to our valued clients. Your work will be critical in ensuring smooth transactions and helping clients navigate their insurance and financial protection needs.
Customer Service Representative (Bilingual) TMX Finance Family of CompaniesCustomer Service Representative (Bilingual)Oakland, 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.
Customer Service Representative TMX Finance Family of CompaniesCustomer Service RepresentativeConcord, 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.
Customer Service Representative - State Farm Agent Team Member Alan NaguitCustomer Service Representative - State Farm Agent Team MemberDaly City, CaliforniaROLE DESCRIPTION:As a Customer Service Representative - State Farm Agent Team Member with Alan Naguit - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
NewCustomer Service Representative Ashley Furniture Industries IncCustomer Service RepresentativeConcord, 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.
Bank Sales & Service Representative (Universal Banker) First Citizens BancShares IncBank Sales & Service Representative (Universal Banker)Palo Alto, CA$20–$28 / hourOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Customer Service Representative - State Farm Agent Team Member Tiffany Won - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberSan Francisco, CARemoteDevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Customer Service Representative - State Farm Agent Team Member Brittany Keyes - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberFairfax, CADevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Patient Service Representative RadNet IncPatient Service RepresentativeWalnut Creek, CAWhen you join us as a Patient Service Representative, you will be joining a dedicated team of professionals who deliver quality, value, and access in the 21st century and align all stakeholders- patients, providers, payors, and regulators to achieve the best clinical outcomes. Able to thrive in a fast-paced environment, have a knack for prioritizing work with a structured approach, and enjoy providing world-class customer service.
NewCustomer Service Representative Community Choice Financial Inc.Customer Service RepresentativeSan Jose, 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.
Customer Service Representative (Bilingual) Community Choice Financial Inc.Customer Service Representative (Bilingual)Oakland, 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.
Veterinary Client Service Representative - Dermatology Dermatology for AnimalsVeterinary Client Service Representative - DermatologyWalnut Creek, CA$24–$26 / hourFull timeYour life-changing work will range from warmly welcoming clients and coordinating appointments, to facilitating clear communication between pet parents and the medical team, managing check-ins and check-outs, processing payments, and supporting the smooth flow of patient care. Today, its network of 360+ primary, emergency, and specialty hospitals across the U.S. cares for pets of all ages and health needs, while portfolio companies provide tools and technology that help veterinary teams work smarter and deliver better care.
Customer Service Representative 1 Recology IncCustomer Service Representative 1CASkill and/or Ability to: Promotes the WASTE ZERO philosophy by making the best and highest use of all resources as well as finding ways to use waste products in ways that benefit the environment. Communicates well both verbally and in writing; listens to and understands various viewpoints; shares relevant information timely; provides constructive feedback; maintains professionalism.
Outdoor Customer Service Representative Bee Green Recycling & SupplyOutdoor Customer Service RepresentativeOakland, CaliforniaThis Position As Outdoor Customer Service Representative (Outdoor CSR) you'll help customers and vendors in our Landscape Supply Yard with professionalism and care—whether it’s loading materials, educating customers on our products and services, operating equipment, or managing inventory. Helping customers in our Landscape Supply Yard—whether it’s finding the right type of stone, picking materials from high shelves, or offering guidance on products.
NewCustomer Service Representative Distribution InternationalCustomer Service RepresentativeBenicia, CaliforniaQXO is North America’s largest distributor and installer of insulation; second-largest distributor of roofing products; second-largest publicly traded distributor of lumber and building materials; and largest distributor of waterproofing products. If you are a resourceful team player, with a positive, professional attitude, then we want you to join our team working closely with Outside Sales Reps, Production Personnel, Insides Sales, Credit and Delivery to support the order fulfillment process.