Lompoc, California, United States · On-site
$21/hr–$22/hr
SUMMARY Under the general supervision of the Branch Manager, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting Credit Union members with their banking needs and e…
Skills: Banking Transactions, Customer Service, Cash Handling, Cross-selling, Account Management
Vernon, California, United States · Hybrid
$175k–$200k/yr
Director of IT Work Location: Vernon, CA Director of Information Technology Location: Vernon, California (Los Angeles Area) Employment Type: Full-Time, Hybrid (2–3 Days Onsite / 2–3 Days Remote) Reports To: C…
Skills: Microsoft Dynamics 365 Finance & Operations, ERP Implementation, IT Strategy, Digital Transformation, Business Process Improvement
San Francisco, California, United States · Hybrid
$184k–$253k/yr
About Faire Faire is a technology wholesale platform built on the belief that the future is local. Independent retailers around the globe collectively represent a multi-hundred-billion-dollar wholesale market that has hi…
Skills: Stock plan administration, Global equity programs, Shareworks, SEC reporting, Equity accounting
Santa Ana, California, United States · On-site
$22/hr–$30/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Sales, Retail banking, Financial services, Client relationship management, Communication
San Francisco, California, United States · On-site
$90k–$115k/yr
The Role Build strategic relationships with clients and carrier partners. Serve as the primary contact for clients and support Business Consultant or Sr. Business Consultant on client accounts. Manage client project plan…
Skills: Client Relationship Management, Employee Benefits, Project Planning, Public Speaking, Presentation Preparation
South Lake Tahoe, California, United States · On-site
$20/hr–$24/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Client Service, Relationship Building, Cash Handling, Account Servicing, Financial Technology
San Diego, California, United States · On-site
$21/hr–$27/hr
General Summary: The Member Services Representative – Member Engagement is responsible for receiving incoming calls in a prompt, professional, and polite manner, providing high quality service to California Credit …
Skills: Communication, Time-management, Analysis, Customer Service, Judgment
San Francisco, California, United States · Remote OK
$43/hr–$56/hr
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation fi…
Skills: Influencer Marketing, Social Media Strategy, Talent Sourcing, Campaign Reporting, Contract Management
Carmel-by-the-Sea, California, United States · On-site
Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a com…
Skills: Consumer Loan Origination, Sales, Customer Relationship Management, Loan Application Processing, Financial Analysis
Los Angeles, California, United States · Hybrid
Who We Are: SiriusXM and its brands (Pandora, SiriusXM Media, AdsWizz, Simplecast, and SiriusXM Connect) are leading a new era of audio entertainment and services by delivering the most compelling subscription and ad-sup…
Skills: Investor Relations, Financial Modeling, Valuation Methodologies, Equity Research, Investment Banking
Los Angeles, California, United States · On-site
$100k–$165k/yr
As a Commercial Insurance FI P&C Senior Underwriter, responsibilities will include managing a renewal book of 30 – 40 customers and generating new business of approximately $1-1.5M annually. The position will be responsi…
Skills: Multi-line Underwriting, Risk Analysis, Financial Institutions P&C, Negotiation, Relationship Management
San Francisco, California, United States · On-site
$25/hr–$35/hr
Company Description The RRS Group, and its affiliated entities (collectively, “RRS”) have provided real estate development and related services to investment-grade clients for decades. Our expertise encompasses site acqu…
Skills: Statistical Modeling, Data Analysis, Data Visualization, Python, R
Groveland, California, United States · On-site
$17/hr
Summary As a Night Auditor, you play a critical role in maintaining the camp operations overnight, including serving as the primary point of contact for guests during your shift, and assisting with accounting tasks. We c…
Skills: Effective Communication, Adaptability, Customer Service, Accounting Reconciliation, Billing
Sacramento, California, United States · Remote OK
$70k–$73k/yr
TITLE: OPERATIONS SERVICES - BUSINESS ANALYST STATUS: EXEMPT REPORTS TO: SUPERVISOR - OPERATION SERVICES DEPARTMENT: OPERATIONS SERVICES JOB CODE: 11851 PAY RANGE: $70,400.00 - $73,000.00 ANNUALLY GENERAL DESCRIPTION: Th…
Skills: User Acceptance Testing, Business Analysis, Test Planning, Defect Tracking, SDLC
Sacramento, California, United States · Hybrid
$125k–$160k/yr
Job Title: Sr Product Manager - Vehicle Lending Status: Exempt Reports to: VP - Products Management - Consumer Lending Department: Product Management Job Code: 12092 Pay Range: $124,700.00 - $160,000.00 Annually WHO WE A…
Skills: Product Strategy, Vehicle Lending, Roadmap Development, Product Lifecycle Management, Market Analysis
Sacramento, California, United States · Hybrid
$187k–$215k/yr
Job Title: Associate General Counsel Status: Exempt Reports to: SVP - General Counsel and Head of Compliance Department: Legal Job Code: 6523 Pay Range: $186,700.00 - $215,000.00 Annually WHO WE ARE: Golden 1 Credit Unio…
Skills: Financial Services Law, Regulatory Compliance, Corporate Governance, Contract Negotiation, Risk-based Counsel
Sacramento, California, United States · Hybrid
$23/hr–$25/hr
TITLE: CARD INVESTIGATIONS REPRESENTATIVE STATUS: NON-EXEMPT REPORT TO: SUPERVISOR – CARD INVESTIGATIONS DEPARTMENT: CARD INVESTIGATIONS JOB CODE: 11163 PAY SCALE: $23.09 - $25.00 HOURLY GENERAL DESCRIPTION: Utiliz…
Skills: Fraud Investigation, Chargeback Processing, Regulatory Compliance, Risk Management, Case Management
Rancho Cordova, California, United States · On-site
$22/hr–$22/hr
Job Title: Member Service Specialist II Status: Non-exempt Reports to: Associate Branch Manager Department: Branch Channel Delivery Job Code: 2201 Pay Range: $22.00 Hourly WHO WE ARE: Golden 1 Credit Union is among the t…
Skills: Cash Handling, Financial Transactions, Member Services, Fraud Detection, Consultative Dialogue
San Francisco, California, United States · Hybrid
$120k–$150k/yr
About us: BVNK is the stablecoin-powered financial stack for enterprises. We're now part of Mastercard, and together we're building a network for every form of money – one that delivers more reach, more capability and mo…
Skills: Lead Generation, Relationship Building, Account Management, Consultative Selling, Sales Forecasting
Sunnyvale, California, United States · On-site
$116k–$167k/yr
Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. 4 years of experience in financial planning and analysis (FP&A), c…
Skills: Financial Planning And Analysis, Financial Modeling, Budgeting, Forecasting, Variance Analysis
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The Member Services Officer 2 performs a variety of banking transactions and assists members with their financial needs while cross-selling products and services. They are also responsible for opening and closing accounts and assisting in the training of new branch employees.
Candidates must have at least one year of customer service or cash handling experience in a retail or banking environment. Successful completion of pre-employment testing and specific internal certifications within six months of hire is required.
SUMMARY
Under the general supervision of the Branch Manager, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Opens new memberships, prepares, and processes advanced financial transactions, and assists in branch training of new employees. Promotes and maintains a positive image of the Credit Union.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
Opens new membership and share accounts and closes all accounts.
Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
Prepares and processes transaction requests by telephone and mail.
Prepares authorized account charges.
Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services.
Proactively responds to members’ inquiries and requests using product knowledge.
Approves transactions within authorized limits.
Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
Assists members in completing forms and documents.
Resolves errors and member concerns in a timely manner.
Balances cash and coin accurately and maintains appropriate cash levels.
Assists in the training of new employees in the branch.
Remains current on knowledge of Credit Union policies, procedures, and services.
Performs duties as assigned by management and may be assigned to work at any branch
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience
Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
Certificates, Licenses and Registrations
None.
Knowledge
Within six months of employment:
Successful completion of core competencies certification.
Knowledge of branch operational activities and basic understanding of lending practices and policies.
Successful completion of Member Services Officer Level 2 certification.
Other Skills and Abilities
Successful completion of pre-employment testing.
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.
AFFIRMATIVE ACTION/EEO STATEMENT:
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.
Banking The Central Coast Way
CoastHills Credit Union is a full-service financial institution with 11 branches, serving more than 76,000 member-owners. With assets exceeding $1.7 billion, we’re one of the largest locally-owned financial institutions on California's Central Coast. We offer banking services for both consumers and businesses. Whether it’s providing a family with an affordable loan for one of life’s big purchases, helping a business owner grow to the next level, offering consumers an easy way to stay connected to their finances, or delivering the advice and products needed to build your own personal wealth, we work hard each day to help our members reach their financial goals. We believe that performing our job with professionalism, accountability, conviction and determination will help people reach their full potential. Dedicating our time, effort, and financial support to the Central Coast is what we’ve been doing since 1958. And we love it.
Offices: 1075 E Betteravia Rd, Santa Maria, California 93454, US · 3880 Constellation Rd, Lompoc, CA 93436, US · 1320 N H St, Lompoc, California 93436, US · 100 Community Loop, Lompoc, California 93437, US · 1125 E Clark Ave, Santa Maria, California 93455, US
Based on 9424 listings with disclosed salaries, most finance & accounting jobs in California pay between $79k–$212k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include Bank of America, JPMorganChase, Wells Fargo, U.S. Bank, Confie, among others. Browse the listings above to see every active employer.
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