HiringCafe
Join our community

22 financial services representative jobs at 18 companies in San Jose, CA

2w
Save
Mark Applied
Hide
Financial Services Representative
East Palo Alto, California, United States
$22-$25/hr OnsiteFull Time
Monterra Credit Union
Monterra Credit Union: Member-owned financial cooperative providing banking and loan services.
0.5+ YOECash-handling and teller experience, strong member service, basic financial product knowledge, PC/Windows proficiency, strong communication and organizational skills.
Microsoft Windows
Job PostingView all
2w
Save
Mark Applied
Hide
Financial Services Representative II
Sunnyvale, California, United States
$28-$35/hr OnsiteFull Time
Meriwest Credit Union
Meriwest Credit Union: Provides banking, mortgage lending, and financial planning services.
2+ YOEHigh school required; 2+ years in new accounts/products/lending and 3 years banking/credit union experience preferred; sales-oriented; NMLS/SAFE compliance; strong communication and presentation skills.
Job PostingView all
1mo
Save
Mark Applied
Hide
Part-Time Financial Services Representative
Livermore, California, United States
$22-$27/hr OnsitePart Time
1st United Credit Union
1st United Credit Union: Provides personal and business banking services to credit union members.
1+ YOE1+ year customer service experience, HS diploma or equivalent, Saturday availability, strong communication, organizational and analytical skills, detail oriented, basic Microsoft Office knowledge.
Microsoft Office
Job PostingView all
2mo
Save
Mark Applied
Hide
Financial Services Representative - State Farm Agent Team Member
Santa Cruz, California, United States
$80k-$175k/yr OnsiteFull Time
Chris Buich State Farm Insurance
Chris Buich State Farm Insurance: Independent insurance agency offering financial planning and wealth management services.
10+ YOE10+ years financial services experience; licensed (Series 6/7/63/65); strong relationship management; CRM and financial planning software familiarity.
CRM, Financial planning software
Job PostingView all
1mo
Save
Mark Applied
Hide
Financial Services Representative - State Farm Agent Team Member
Campbell, California, United States
$70k-$100k/yr OnsiteFull Time
Joe Frangieh State Farm
Joe Frangieh State Farm: An insurance agency helping customers manage everyday risks and plan for financial needs in the local community.
2+ YOE2+ years financial services experience; strong analytical and communication skills; FINRA Series 7/6/63 preferred.
Job PostingView all
2w
Save
Mark Applied
Hide
Financial Services Representative, College Graduate - Berkeley, CA
Berkeley, California, United States
$45k-$75k/yr HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Provide phone and in-person customer support, obtain SIE/Series 7/Series 66 licenses (sponsored), customer service experience and strong interpersonal skills required.
Job PostingView all
2d
Save
Mark Applied
Hide
Financial Representative - Entry Level
Walnut Creek, California, United States
$60k-$80k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's degree preferred; financial services, insurance, or business development experience beneficial but not required. Requires strong interpersonal, communication, analytical, and relationship-building skills.
Job PostingView all
3w
Save
Mark Applied
Hide
Temporary Member Services Representative
San Francisco, California, United States
$26-$34/hr OnsitePart Time
Self-Help
Self-Help: Provides affordable loans and banking to underserved communities.
1+ YOEHigh school or equivalent; 1+ year customer service or financial institution experience preferred; cash-handling experience; bilingual English/Spanish preferred; ability to travel between branches.
Job PostingView all
1mo
Save
Mark Applied
Hide
Financial Service Rep II
Santa Clara, California, United States
$26-$27/hr OnsiteFull Time
KeyPoint Credit Union
KeyPoint Credit Union: Member-owned financial cooperative providing consumer and business banking services.
2+ YOEHigh school diploma, 2 years financial/customer service experience, cash handling and loan exposure, strong communication and organizational skills; NMLS certification required or ability to obtain; basic PC skills.
Job PostingView all
2mo
Save
Mark Applied
Hide
Business Development Representative - State Farm Agent Team Member
San Leandro, California, United States
$25-$35/hr OnsiteFull Time
Jerry Garcia - State Farm Agent
Jerry Garcia - State Farm Agent: A local insurance and financial services agency serving the San Leandro community.
Licenses preferred: Property & Casualty and Life & Health. Strong communication, sales experience, and ability to follow a structured process. Organized and coachable.
Job PostingView all
5d
Save
Mark Applied
Hide
Customer Experience Representative, Social
Denver or Westlake or Menlo Park or New York City or Bellevue or Washington or Chicago or Lake Mary or Clearwater or Gainesville
$28-$33/hr OnsiteFull Time
Robinhood
RobinhoodNASDAQ: HOOD: Provides a commission-free platform for investing and financial services.
1+ YOERequires FINRA Series 7 and 63, 1–4 years of financial services customer support, investigative skills, escalation experience, sound judgment, and strong written and verbal communication.
social media
Job PostingView all
3mo
Save
Mark Applied
Hide
Sales Development Representative
Los Angeles or San Francisco or Dallas
$62k-$90k/yr HybridFull Time
Altruist
Altruist: Provides a digital custodian and portfolio management platform for advisors.
2+ YOE2+ years in B2B sales (financial services/fintech/SaaS); outbound prowess; strong communication; comfortable with multi-channel outreach; Salesforce experience.
Google Suite, Slack, Salesforce, Zendesk
Job PostingView all
5d
Save
Mark Applied
Hide
Lead Customer Service Representative
Salt Lake City or Seattle or Phoenix or Los Angeles or San Francisco or Denver or Washington or Miami or Atlanta or Chicago or Indianapolis or New Orleans or Boston or Minneapolis or Kansas City or Albuquerque or New York City or Oklahoma City or Portland or Austin
$64k-$83k/yr FieldTemporary
Small Business Administration
Small Business Administration: Federal agency supporting small business growth and disaster recovery.
1+ YOEOne year of specialized experience equivalent to GS-09, including team oversight, work-product review, financial-document analysis, and program data reporting; or qualifying graduate education in a related field.
USA Hire, USAJOBS
Job PostingView all
1mo
Save
Mark Applied
Hide
Patient Access Representative
San Francisco, California, United States
$32-$43/hr OnsitePart Time
Sutter Health
Sutter Health: Operates an integrated network of hospitals and medical clinics.
1+ YOEHS diploma/GED, 1 year recent relevant experience, knowledge of patient access/financial clearance, insurance/medical terminology, EMTALA, ability to use multiple computer systems and maintain confidentiality.
Job PostingView all
3mo
Save
Mark Applied
Hide
Business Development Representative (BDR) Manager
San Francisco or Miami or New York or Remote
$90k-$125k/yr RemoteFull Time
Flex
Flex: AI-native private banking platform for business owners.
Experience leading or coaching BDRs/SDRs; fintech or financial services familiarity; strong coaching, cross-functional collaboration, and accountability; startup execution mindset.
Salesforce, Apollo, Orum, Claude
Job PostingView all
4w
Save
Mark Applied
Hide
Bank Sales & Service Representative (Universal Banker)
San Francisco, California, United States
$20-$28/hr OnsiteFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
0.5+ YOEHigh school diploma or GED and 6 months customer service/cash handling; financial literacy and knowledge of retail banking products; preferred banking or sales experience.
Job PostingView all
6d
Save
Mark Applied
Hide
New Accounts Representative- Full-Time
Tracy, California, United States
$21-$29/hr OnsiteFull Time
Oak Valley Community Bank
Oak Valley Community BankNASDAQ: OVLY: Provides commercial and personal banking services in California.
1+ YOEHigh school diploma or GED and at least one year in financial institution, customer service, sales, or operations work. Requires customer communication, problem-solving, banking, math, cash-handling, and account-servicing skills.
Individual Retirement Accounts (IRAs), Certificates of Deposit (CDs)
Job PostingView all
2w
Save
Mark Applied
Hide
Business Development Manager
Hayward or West Sacramento or Stockton or San Jose or Benicia or Rohnert Park or San Francisco
$68k-$80k/yr FieldFull Time
Ryder
RyderNYSE: R: Provides commercial vehicle leasing, logistics, and supply chain solutions.
5+ YOEBachelor's in Business/Finance/Accounting or equivalent,5+ years consecutive sales quota achievement,ability to interpret financial data and represent full spectrum of services.
Job PostingView all

Explore Jobs

Expand Your Job Search