Financial Services Representative jobs in Mountain View, CA

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Financial Services Representative - Part time
KeyPoint Credit Union - Sunnyvale, CA
Maintains a fanatical commitment to cross-selling KPCU products and services, providing quality service by adhering to the service oath and service expectations...
Easily apply
Sponsored by KeyPoint Credit Union
Financial Service Representative I - PT
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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Sponsored by KeyPoint Credit Union
Financial Representative - North San Jose, CA
Fidelity Investments 1,159 reviews - San Jose, CA
The Licensed Financial Representative (LFR) services the customer while uncovering and qualifying potential leads for sales opportunities through face-to-face...
Sponsored by Fidelity Investments

Financial Services Representative

KeyPoint Credit Union - Milpitas, CA  +1 location
Maintains a fanatical commitment to cross-selling KPCU products and services, providing quality service by adhering to the service oath and service expectations...
Easily apply

Consumer Lending Sales Representative OneMain Financial San...

Citi 2,598 reviews - San Bruno, CA
Provide exceptional service to ensure customer satisfaction and a continued relationship with OneMain Financial. Customer service experience preferred....

Financial Solutions Representative

First Tech Federal Credit Union 13 reviews - Palo Alto, CA
Support Member Service Representatives during peak periods by processing deposits, withdrawals, and loan payments....

Business Development Representative I

Stanford Federal Credit Union 2 reviews - Palo Alto, CA 94303 (Duveneck-Saint Francis area)
The Business Development Representative I will also leverage Financial Wellness/Education tools for the benefit of SEG employees....

Member Service Representative

First Tech Federal Credit Union 13 reviews - Palo Alto, CA
Minimum 1 year of previous customer service experience; Provide the highest quality of service to all members;...

Financial Services Representative

MetLife 1,086 reviews - Foster City, CA
Establish a financial services practice that upholds MetLife Vision and Values. Our Financial Services Representatives (FSRs) manage client relationships every...

Patient Access Representative II

Stanford Health Care 113 reviews - Palo Alto, CA
Handles routine customer service inquiries and problems. Identifies patients’ insurance coverage or existing financial resources to pay for medical care and...

Coordinator, Client Services

CBRE 288 reviews - Palo Alto, CA
Conducts basic financial analysis. Requires knowledge of financial terms and principles. The requirements listed below are representative of the knowledge,...

Financial Professional Associate

Prudential 755 reviews - San Jose, CA
Financial Professional Associate. The Financial Professional Associate position is a sales position with The Prudential Insurance Company of America selling...

Concierge Representative

Sequoia Hospital 551 reviews - Redwood City, CA 94062
This role will work with the Concierge Services Coordinator in planning operations, developing merchandise assortments, and developing strategies to improve...
San Jose Financial Representative
First Investors 96 reviews - San Jose, CA
First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We retain our clients and attract new clients because we stay...
Sponsored by First Investors
Relationship Manager - Mountain View, CA
Fidelity Investments 1,159 reviews - Mountain View, CA
1-3 years in financial services with an emphasis on customer service. Fidelity Investments is committed to delivering the best customer experience in the...
Sponsored by Fidelity Investments

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Company with Financial Services Representative jobs
See how far you can go in your career. Fidelity offers a diversity of opportunities for a variety of skill sets and experience levels.