San Jose, California, United States · On-site
$26/hr–$27/hr
The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members …
Skills: Customer Service, Loan Processing, Cash Handling, Relationship Building, Sales
San Jose, California, United States · On-site
$220k–$280k/yr
Astera Labs (NASDAQ: ALAB) provides rack-scale AI infrastructure through purpose-built connectivity solutions. By collaborating with hyperscalers and ecosystem partners, Astera Labs enables organizations to unlock the fu…
Skills: Corporate development, Strategic transactions, Financial modeling, Valuation, Project management
San Jose, California, United States · On-site
$200k–$250k/yr
Astera Labs (NASDAQ: ALAB) provides rack-scale AI infrastructure through purpose-built connectivity solutions. By collaborating with hyperscalers and ecosystem partners, Astera Labs enables organizations to unlock the fu…
Skills: Pricing strategy, Semiconductor industry, Financial modeling, Profitability analysis, Market intelligence
San Jose, California, United States · On-site
$160k–$200k/yr
Astera Labs (NASDAQ: ALAB) provides rack-scale AI infrastructure through purpose-built connectivity solutions. By collaborating with hyperscalers and ecosystem partners, Astera Labs enables organizations to unlock the fu…
Skills: Financial planning and analysis, Business partnering, Financial modeling, Analytical skills, Problem solving
San Jose, California, United States · On-site
$225k–$250k/yr
Astera Labs (NASDAQ: ALAB) provides rack-scale AI infrastructure through purpose-built connectivity solutions. By collaborating with hyperscalers and ecosystem partners, Astera Labs enables organizations to unlock the fu…
Skills: Governance, Risk Management, Compliance, SOX, ERM
CMTA, Inc.San Jose, California, United States · On-site
$35/hr–$40/hr
Therma, a Legence company For over 50 years, Therma has continued to redefine the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, …
Skills: Accounts payable, Invoice processing, Reconciliation, General ledger, Financial analysis
San Jose, California, United States · On-site
$152k–$202k/yr
Company Description Overview Western Digital is entering a new chapter. Following our spin-off of SanDisk, we are stepping into our future as an independent deep-tech company, one built on decades of engineering breakthr…
Skills: Corporate Strategy, Market Sizing, Competitive Landscaping, Financial Modeling, Scenario Analysis
San Jose, California, United States · On-site
$210k–$303k/yr
Job Details: Job Description: Altera is seeking a practical and collaborative Corporate Counsel to join its Corporate Legal team. Reporting to the Vice President, Corporate Legal, this attorney will support corporate gov…
Skills: Corporate governance, Securities law, SEC filings, Equity compensation, Executive compensation
San Francisco, California, United States · On-site
$106k–$212k/yr
The Opportunity Do you like solving messy problems, organizing chaos, and turning data into decisions? Are you curious about how cloud technology, finance, and strategy intersect—? If so, this role was built for you. Thi…
Skills: Cloud FinOps, Financial Modeling, Data Analysis, Tableau, SQL
Quinte West, Ontario, Canada · Hybrid
$79k–$118k/yr
Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is f…
Skills: SaaS onboarding, Project management, Technical setup, Training delivery, Accounting software
San Jose, California, United States · Hybrid
$130k–$256k/yr
Work Flexibility: Hybrid What you will do The Senior Sourcing Manager (Hybrid) will play a critical leadership role in driving sourcing strategies and supplier performance for Stryker’s Endoscopy business unit. This posi…
Skills: Strategic Sourcing, Supplier Performance Management, Procurement, Risk Management, Financial Acumen
San Jose, California, United States · On-site
$99k–$202k/yr
The Opportunity The GTM organization at Adobe provides business-critical insights through analytics. It ensures multi-functional goal alignment and helps teams advance pivotal initiatives. We focus on aligning company pr…
Skills: Business Operations, Go-to-Market Strategy, Financial Management, Budgeting, Expense Management
San Francisco, California, United States · Hybrid
$30/hr–$35/hr
BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusin…
Skills: Accounting, IT auditing, Audit skepticism, SOX, SOC
San Jose, California, United States · Remote Solely
We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income helping our clients w…
Skills: Life insurance sales, Lead generation, Appointment setting, Underwriting process, Communication
San Jose, California, United States · On-site
$37/hr–$65/hr
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Relationship management, Financial strategy, Customer service, Portfolio management, Sales
San Jose, California, United States · Hybrid
$172k–$214k/yr
SUMMARY The VP of Payments is responsible for the oversight and management of the Payments team, with full operational responsibility for the accurate and timely processing of ACH, checks, payments, mobile deposits, and …
Skills: Payment systems, ACH, Wire transfers, Credit card processing, Strategic leadership
San Jose, California, United States · On-site
$44k–$70k/yr
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Fifth Third Bank Leadership …
Skills: Banking, Project management, Critical thinking, Leadership, Business acumen
San Jose, California, United States · On-site
$76k–$94k/yr
Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access…
Skills: Financial reporting, Month-end close, Bank reconciliations, Revenue recognition, Cost allocations
San Jose, California, United States · Hybrid
ADVANCE YOUR CAREER. ADVANCE THE WORLD. At AMD, we believe technology has the power to solve the world’s most important challenges. From advancing healthcare and scientific discovery to powering AI and the technolo…
Skills: Demand forecasting, Business planning, Financial planning & analysis, Supply chain management, SAP IBP
San Jose, California, United States · On-site
Overview Avanath is proud to be named one of the top property management companies to provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath, e…
Skills: Property management, Budgeting, Financial reporting, Staff leadership, Customer service
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The Financial Service Representative II supports growth and retention by acquiring new relationships and delivering high-level service through a consultative approach. Responsibilities include processing transactions, managing loans, and representing the credit union at business and community events.
Candidates must have a high school diploma or equivalent and at least two years of experience in financial services, including cash handling and loan operations. Proficiency in PC skills and the ability to obtain NMLS certification are required.
The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores while assisting members in transaction processing, loans and new accounts. Follow established compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events.
The FSR II is expected to have a high level of professionalism and knowledge to assist members in complex inquiries that include residential, consumer loan inquiries and booking, Retirement, Fiduciary Accounts and referrals to the Wealth Management and Commercial Banking Divisions. The FSR II is to expect to attend on sites at Member Companies and contribute to the growth within and act as a role model to co-workers by cross-training team members and recommending process improvements to the Branch Manager that contribute towards overall organizational improvements. May be required to apply for or renew a notary commission within 30 days.
Responsibilities:
• Achieves minimum Sales goals as established by the management.
• Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans.
• Build member relationships through selling and referring credit union products and services to meet members’ financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events.
• Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes.
• Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually.
• Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.
• Maintains members’ confidentiality at all times.
• Performs teller transactions as requested by members.
• Balance cash drawer and perform all end of the day functions as well as reconciliation.
• Individual in this position may be pulled to work in other branch as business needs require.
Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function)
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus.
Minimum Requirements:
• High School Diploma or equivalent.
• 2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution.
• Must be capable of working established hours required by the branch.
• Strong organization, verbal communications skills, quality service and team orientation required.
• Basic PC skills are desired.
• Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification.
KeyPoint Credit Union is an award-winning credit union based in Silicon Valley, with $1 billion in assets and over 58,000 members across California. We aim to improve people’s lives with a full line of financial products and services, while providing excellent rates, low fees, 24/7 access and personalized member service. The majority of KeyPoint’s members work in high tech – industry leaders like Apple and Google are among our many member companies. KeyPoint also serves anyone who lives, works, attends school or worships in: Santa Clara County, Alameda County, El Dorado County, Placer County, San Mateo County, Sacramento County, Santa Barbara County, Contra Costa County and designated areas of Ventura County. We have six Silicon Valley locations, as well as branches in Dublin, Folsom and Goleta. MEMBERSHIP To learn more about joining KeyPoint or becoming a member company, visit kpcu.com/membership. CAREERS Want to be a part of our dedicated team? Find open positions at kpcu.com/about-us/careers. AWARDS 2017 Top Workplace by Bay Area News Group 2016 Top Workplace by Bay Area News Group 2015 Top Workplace by Bay Area News Group Federally Insured by NCUA | Equal Housing Opportunity | NMLS # 417395
Offices: 2150 Trade Zone Blvd, San Jose, California 95131, US
There are currently 861 open finance & accounting positions in San Jose, CA listed on Clera. New openings are added daily as companies post roles.
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