68 financial services representative jobs at 42 companies in Los Angeles, CA
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Financial Services Representative
Los Angeles, California, United States
$35k-$54k/yrOnsiteFull Time
Hanmi BankNASDAQ: HAFC: Provides commercial and personal banking and lending services.
1+ YOEHigh school diploma or equivalent and 1–3 years of new accounts experience or equivalent education and work experience. Requires computer, math, communication, customer service, and problem-solving skills.
computer terminal, personal computer, mainframe computer system, word processing, spreadsheet software
Bank Financial Services Representative (Personal Banker)
Los Angeles, California, United States
$24-$35/hrOnsiteFull Time
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
1+ YOEBachelor's with 1 year in sales/customer service/lending OR HS/GED with 5 years; structured sales process, financial guidance, financial literacy, retail banking product knowledge.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service experience; ability to handle inbound calls; readiness to obtain FINRA licenses (SIE, Series 7, Series 66); comfortable with remote work and in-person Investor Center interactions.
Financial Services Representative - State Farm Agent Team Member
Diamond Bar, California, United States
$30k-$60k/yrOnsitePart Time
Peggy Langin State Farm Agency: An independent insurance agency providing insurance and financial services to individuals and families in Diamond Bar.
1+ YOE1+ years in financial services, strong analytical and communication skills, consultative sales of insurance and financial products, portfolio management, and regulatory compliance.
Altior Healthcare: Provides residential mental health and addiction treatment services.
Medical office billing experience, medical terminology knowledge, healthcare billing familiarity, strong organization and communication skills, and proficiency with office software and electronic health record systems.
Financial Services Representative (Los Angeles Metropolitan)
Los Angeles, California, United States
$22-$27/hrOnsiteFull Time
Enterprise Bank & TrustNASDAQ: EFSC: Provides business, personal, trust, and wealth management services.
High school diploma or equivalent, customer service experience, strong math, communication, problem-solving, organizational, and banking operations skills. Associate degree or two years of related experience preferred.
Microsoft Word, Microsoft Excel, Google Suite, IBS, Salesforce
Financial Services Representative - State Farm Agent Team Member
Sherman Oaks, California, United States
$150k-$200k/yrOnsiteFull Time
Allen Sarafyan - State Farm Agent: An insurance and financial services agency helping customers manage risk and plan for financial security.
Active life and health license required; experience in life/health insurance or financial services preferred; strong communication and relationship-building skills; sales orientation.
Justice Federal Credit Union: Provides financial services to law enforcement and justice professionals.
1+ YOEHigh school/GED, 1+ years related experience (1–8 years acceptable), cash handling and lending experience preferred, ability to lift up to 50 lbs, able to obtain security clearances and background check, strong communication skills.
Financial Services Representative - State Farm Agent Team Member
Chino Hills or Diamond Bar
$23-$26/hrOnsiteFull Time
Vicky Chen State Farm Agency: A State Farm insurance agency serving local communities and offering career growth, training, and licensing support.
0+ YOENo prior insurance experience required; licensing support and training provided. Must have strong communication, interpersonal, phone and in-person sales skills, be organized, coachable, and growth-oriented. Bilingual skills welcomed.
Financial Services Representative – State Farm Agent Team Member
Garden Grove, California, United States
$65k-$120k/yrOnsiteFull Time
Alex Mora State Farm: Local agency providing home, auto, and life insurance products.
Bilingual in Spanish; sales experience preferred; licensing obtainable for Property & Casualty and Life & Health; Bachelor's degree preferred; 8:30am–5:30pm, Monday–Friday; base salary plus commission.
Electronic Services Representative II (Anaheim, CA)
Anaheim, California, United States
$29-$42/hrHybridFull Time
Wescom Credit Union: Provides consumer banking, lending, and investment services to members.
2+ YOEHigh school diploma or equivalent required; 6 months as Electronic Services Representative I or 2 years of financial services experience. Requires ATM knowledge, data analysis, balancing, customer service, and English fluency.
Symitar, Genesys, FISERV, eSTAR Station, TWS, FDR, OnBase, CO-OP Network Data Navigator, Diebold NetOp, MyDiebold, Microsoft Word, Microsoft Excel, Microsoft Outlook, Robot Process Automation (RPA)
Financial Representative Career Changer Opportunity
Santa Monica or Woodland Hills or Palm Desert
$70k-$80k/yrHybridFull Time
Beer Financial Group: Provides financial planning and insurance services.
Strong interpersonal, communication, analytical, and relationship-building skills; bachelor's degree preferred. Prior financial services experience is beneficial but not required. Licensing support is provided.
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
1+ YOEHigh school diploma or GED and at least one year of new accounts experience at a similar financial institution. Requires sales, customer service, account documentation, and basic mathematical skills.
PIH Health: Nonprofit regional health system providing hospital and outpatient services.
2+ YOEVerify insurance eligibility, collect point-of-service payments, establish payment arrangements, assist with financial aid programs, and perform registration and financial counseling in an emergency department.
Chino Commercial BankOTC Markets: CCBC: Provides community-focused personal and business banking and lending services.
3+ YOEHigh school diploma/GED and 3+ years of related financial institution experience; requires banking compliance knowledge, customer service, cash handling, computer skills, communication, and a California driver's license.
Microsoft Excel, NACHA, PCI, SAQ, ASV, computer terminal, mainframe computer system, word processing, spreadsheet software, account opening software, telephone, copy machine, fax machine, calculator, scanner, encoder, money counter, credit card terminal, typewriter, personal computer, printers
Personal Banker/Financial Services Representative (Pasadena)
Pasadena, California, United States
$23-$29/hrOnsiteFull Time
California Credit Union: A member-owned financial institution providing banking and lending services.
2+ YOE2+ years financial institution experience in new accounts, sales, and consumer loan origination; high school diploma or equivalent; strong communication, sales, time-management, and basic computer skills.