Financial Services Representative jobs in Santa Clara, CA

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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 Solutions Representative
Support Member Service Representatives during peak periods by processing deposits, withdrawals, and loan payments....
Sponsored by First Tech Federal Credit Union
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...
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Sponsored by KeyPoint Credit Union

Financial Advisor- BancWest Investment Services

Bank of the West - 368 reviews - Livermore, CA  +1 location
Customer service skills. In his/her capacity as an investment adviser representative creates financial plans for customers....

San Jose Financial Representative

First Investors - 99 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...

Member Service Representative (Teller) - FT Sunnyvale

Provident Credit Union - 10 reviews - Sunnyvale, CA
What is a Member Service Representative/Teller? Give your best every day to provide top-notch service. If you are a people person who loves to help others and...

Advisor- San Jose

Thrivent Financial - 71 reviews - San Jose, CA
Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. The type of comprehensive benefits package you’d expect...

Call Center Representative II

Stanford Federal Credit Union - 2 reviews - Palo Alto, CA 94303 (Duveneck-Saint Francis area)
The Call Center Representative will be accountable for achieving their individual sales and service goals. The representative will ensure that a prospective or...

Branch Customer Service Representative

HSBC - 2,874 reviews - Mountain View, CA  +1 location
Positive customer service attributes. Various financial transactions for Company customers and assists branch office management in new business through...

Product Support Representative

Fiserv - 569 reviews - Sunnyvale, CA
2-4 years customer service experience with a focus on finance or software application.• Demonstrated ability to solve complex technical issues requiring in...

Financial Service Representative II/III - Contact Center (Re...

Meriwest Credit Union - 5 reviews - San Jose, CA
Strong customer service focus with previous experience in a service industry. Serve as back-up for all Member Service Representative (including handling member...

Administrative Associate 2

Stanford University - 183 reviews - Stanford, CA
Excellent customer service and interpersonal skills. Report any incidents or potential safety problems to appropriate representatives....

Real Estate Services Coordinator

CBRE - 296 reviews - Hayward, CA
Assists with tenant and vendor customer service. Requires basic knowledge of financial terms and principles. The requirements listed below are representative of...
Financial Representative - San Jose, CA (Campbell)
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 Advisor - Local Candidates Only
MassMutual Silicon Valley - San Jose, CA
MassMutual Financial Group is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance...
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Sponsored by MassMutual Silicon Valley

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