Financial Services Representative jobs in Cupertino, CA

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Process Architect
Bay Federal Credit Union - 5 reviews - Capitola, CA 95010
Responsible for metric gathering and reporting in Electronic Services channels. The requirements listed below are representative of the knowledge, skill, and/or...
San Jose Financial Representative
Foresters Financial Services, Inc. Including Foresters Financial Services, Inc.  Financial Planner. Foresters Financial is a member of:....
Financial Professional - Retirement Benefits Group - CA, San...
AXA - 468 reviews - California
As an entry level Financial Professional in the RBG, you will be primarily focused on providing financial education and wealth management services to meet the...
Sponsored by AXA Advisors

Financial Service Representative I

KeyPoint Credit Union - 9 reviews - Santa Clara, CA 95054  +1 location
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.?...

Financial Services Representative

San Mateo Credit Union - 9 reviews - Redwood City, CA
Basic knowledge of financial products and services required; Do you have a broad knowledge of financial products and services?...

Relationship Manager

Meriwest Credit Union - 8 reviews - San Jose, CA
Full knowledge of credit union products and services in to order cross-sell business and personal financial products and services....

Financial Services Representative

Stanford University - 276 reviews - Palo Alto, CA
The Financial Services Representative primary responsibilities are:. Another Source’s client, Stanford University, is recruiting a Financial Services...

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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Client Service Representative-FT

Bank of America - 15,552 reviews - Sunnyvale, CA 94087
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment....

Branch Customer Service Representative

HSBC - 6,849 reviews - Mountain View, CA
Various financial transactions for Company customers and assists branch office management in new business through referrals....

Investment Consultant - Cupertino, CA

Scottrade - 136 reviews - Cupertino, CA 95014
Learn registered representative functions and responsibilities which include margin, options, account types, trading rules and terminology....

Customer Service Representative

EXOS - 25 reviews - Palo Alto, CA 94303 (Duveneck-Saint Francis area)
Assist and provide information for financial tracking reports. WHO OUR CLIENT IS:....

Member Service Representative

SRI Federal Credit Union - Menlo Park, CA 94025
Excellent communication skills and attention to detail are needed to support our world-class membership with their financial transactions....
Financial Solutions Representative
We are looking for a Financial Solutions Representative to join our Palo Alto Branch. Are you passionate about helping members with their financial needs?...
Customer Relations Representative - State Farm Agent Team Me...
Aaron Sessions - State Farm Agent - Campbell, CA 95008
Interest in marketing products and services based on customer needs. Develop leads, schedule appointments, identify customer needs, and market appropriate...
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