Financial Service Representative
Location
San Jose, CA
Job Type
Full-time
Category
other-general
Posted
June 15, 2026
About the Organization:
Our client is a well-established, member-focused financial institution dedicated to delivering personalized banking solutions and exceptional service. With deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement.
Overview:
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.
Key Responsibilities:
+ Assist members with consumer and auto loan applications, including processing, closing, and follow-up
+ Build strong member relationships by identify...
Our client is a well-established, member-focused financial institution dedicated to delivering personalized banking solutions and exceptional service. With deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement.
Overview:
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.
Key Responsibilities:
+ Assist members with consumer and auto loan applications, including processing, closing, and follow-up
+ Build strong member relationships by identify...