Financial Service Representative

Global • San Jose, CA

7d

About The Position

We are seeking a customer-focused Financial Services Representative II to support members with their financial needs through a combination of service, sales, and operational support. This role is ideal for someone who enjoys building relationships, providing tailored financial solutions, and working in a collaborative, fast-paced environment.

Requirements

• High school diploma or equivalent required
• Minimum of 2 years of experience in a financial institution or related field, including customer service, cash handling, and loan processing
• Strong communication, organizational, and customer service skills
• Team-oriented with the ability to work in a fast-paced environment
• Basic computer proficiency required
• NMLS certification (or ability to obtain)

Responsibilities

• Assist members with consumer and auto loan applications, including processing, closing, and follow-up
• Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services)
• Achieve individual and team sales and referral goals on a monthly, quarterly, and annual basis
• Perform teller transactions, including cash handling, deposits, withdrawals, and account servicing
• Balance cash drawer and complete end-of-day reconciliation and reporting
• Maintain up-to-date knowledge of products, services, procedures, and compliance regulations
• Ensure strict confidentiality of member information at all times
• Participate in community outreach and business development activities as needed
• Provide support across branch locations based on business needs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees