Financial Services Representative jobs in San Mateo, CA

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Financial Service Representative II
KeyPoint Credit Union - Cupertino, CA
2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business...
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Financial Services/ Sales Representative
New York Life Insurance Company - San Jose, CA
Financial Services/ Sales Representative*. Our nationwide team consists of individuals who are leaders in insurance, financial, estate and business planning....
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Life Insurance Advisor / Inside Sales Rep/ Account Executive
SelectQuote Insurance Services - 31 reviews - San Francisco, CA 94105
$90,000 a year
Instead, you’ll be taking calls from people who have seen our ads and are serious about securing their family’s financial future....
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Public Defender Investigator I

County of Alameda - 11 reviews - Oakland, CA
$68,125 - $84,952 a year
For your Financial Future. 1 st United Services Credit Union. Today, our team of more than 100 attorneys, 20 investigators and 40 support staff handle...

Representative, Relationship Management (Banks & Insurance)

S&P GLOBAL MARKET INTELLIGENCE - 24 reviews - San Francisco, CA
The team is composed of experienced professionals within the Financial Services industry. Investment professionals, government agencies, corporations and...

Investment Specialist- Investor Center Mountain View,CA

American Century Investments® - Mountain View, CA
Financial Sales and Service experience required. This individual is responsible for personalizing and delivering American Century products and services by...
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Resident Relations Representative

The Irvine Company - 86 reviews - San Jose, CA 95134 (North San Jose area)
Maintain optimum financial levels of performance by demonstrating the value in our community to residents. Irvine Company Apartment Communities (ICAC) is one of...

Financial Consultant

E*TRADE FINANCIAL - 127 reviews - San Francisco, CA
3+ years of proactive, successful financial advisory experience in the financial services industry. 5+ years of financial services industry experience....

Director, Institutional Distribution - TBCAM

BNY Mellon - 1,643 reviews - San Francisco, CA
Strong analytical and financial analysis capabilities. Whether providing financial services for institutions, corporations or individual investors, clients...

Member Relationship Specialist - San Mateo

Golden 1 Credit Union - 46 reviews - San Mateo, CA 94403 (Sugerloaf area)
Assist with loan applications and referrals for financial services. Solid knowledge of financial products and services offered by Golden 1....

Customer Service Representative

EXOS - 20 reviews - San Francisco, CA
As a Customer Service Representative you will:. We're seeking a Customer Service Representative to join our team....

Financial Analyst

WageWorks - San Mateo, CA
OTHER REPRESENTATIVE DUTIES. Performs complex financial analysis on the Company's operating results and financial position for planning and forecasting purposes...

Bank Teller

Golden 1 Credit Union - 46 reviews - San Mateo, CA 94403 (Sugerloaf area)
/ *Member Service Representative*. Communicate and interact with member to identify their financial needs and cross sell products and services or refer member...
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Contact Center Representative 1
Contact Center Representative 1 - San Mateo. This position requires one year successful call center or customer service experience, and previous experience in a...
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Marketing Representative - State Farm Agent Team Member
Jaymi Wessell - State Farm Agent - Daly City, CA 94015
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services....
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