Personal Financial Counselor jobs in California

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PERSONAL BANKER/FINANCIAL SERVICES REPRESENTATIVE- GLENDALE

Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate fi...

CompanyCalifornia Credit Union
AddressGlendale, CA
CategoryAccounting/Finance
Job typeFull-Time
Date Posted yesterday See detail

Personal Banker/Financial Services Representative- Glendale

California Credit Union

Glendale, CA

Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate fi...

Financial Aid Counselor (SSP II)

Cal State University Fresno

Fresno, CA

This is a full-time, probationary, exempt position. Positions at Fresno State are to perform their work onsite. Some positions, depending upon University needs and operations, may be eligible for remote work, one day per week, pur...

Financial Aid Counselor (SSP II)

Fresno State

Fresno, CA

This is a full-time, probationary, exempt position. Positions at Fresno State are to perform their work onsite. Some positions, depending upon University needs and operations, may be eligible for remote work, one day per week, pur...

Financial Aid Counselor (SSP II)

California State University

Fresno, CA

This is a full-time, probationary, exempt position. Positions at Fresno State are to perform their work onsite. Some positions, depending upon University needs and operations, may be eligible for remote work, one day per week, pur...

Personal Financial Rep I,II,III (Tri-City)

California Coast Credit

Oceanside, CA

Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. Processes consumer and real estate loans. Ensures loan processing/documents are accur...

Patient Financial Counselor

Aliso Ridge Behavioral Health

Aliso Viejo, CA

$21.80 - $26.26 an hour

401(k). 401(k) matching. Dental insurance. Dependent health insurance coverage. Employee assistance program. Employee discount. Flexible spending account. Health insurance. Health savings account. Life insurance. Paid time off. Tu...

Financial Aid Counselor

Charles R Drew University

Los Angeles, CA

$55K - $69.7K a year

Counsels students and families on the Financial Aid process. Assists in the daily operations of the office as necessary including front counter customer service, phones, mailings, data entry and retrieval, and file organization. R...

Financial Service Representative I/Personal Banker

San Diego County Credit Union

Temecula, CA

$22.25 - $27.25 an hour

High school diploma or equivalent. One year of banking experience to include: knowledge of loan and account interviewing techniques, cross selling, upselling and/or referring products/services; or 2 years of relevant finance relat...

Financial Counselor - Patient Access - Full Time/Nights - Req#1980029652

Antelope Valley Hospital

Lancaster, CA

$43.2K - $54.7K a year

Financial Counseling Interviews patients to obtain, clarify and verify all demographic and insurance Identifies old, outstanding patient liabilities and calculates patient liability for proposed services in order to determine with...

Financial Service Representative I/Personal Banker

San Diego County Credit Union

San Diego, CA

Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Cross sell products and services to members by assisting or referring the member to an appropriate...

Financial Service Representative I/Personal Banker

San Diego County Credit Union

Poway, CA

$22.00 - $27.25 an hour

High school diploma or equivalent. One year of banking experience to include: knowledge of loan and account interviewing techniques, cross selling, upselling and/or referring products/services; or 2 years of relevant finance relat...

Financial Aid Counselor

University Of South Carolina

Los Angeles, CA

Posting Summary Logo Posting Number STA00197PO24 Job Family Student Administrative Services Job Function Financial Aid USC Market Title Financial Aid Specialist Link to USC Market Title https://uscjobs.sc.edu/titles/133926 Job Lev...

Financial Aid Counselor & Native American/Native Alaskan Student Aid Specialist

Ucla

Los Angeles, CA

$26.48 - $53.40 an hour

Using Federal Methodology, perform needs analysis and package files in accordance with Financial Aid policies and procedures for a case load of approximately 3,500 students. Research and troubleshoot unusual and complex processing...