Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSalida, CA$24–$28 / hourFull timeCustomer Focus : Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
Part-Time Financial Services Representative 1st United Credit UnionPart-Time Financial Services RepresentativeLivermore, CA$22–$27 / hourSupports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members. Reporting to the Retail Branch Manager, the Financial Services Representative''s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.
NewInsurance and Financial Services Position - State Farm Team Member Michael Affholter - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberSalida, CAFull timeAs Insurance and Financial Services Position - State Farm Team Member for Michael Affholter - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
NewCFO & Director of Fiscal Services Ceres Unified School DistrictCFO & Director of Fiscal ServicesCeres, CA$535.38–$718.50247 work days, 261 paid days Minimum Experience - Five years of responsible experience in financial accounting and budgeting duties, preferably in a school district, municipal agency, or other organization. Desirable Experience - Experience in school business in the areas of budgeting, accounting, position control and payroll.
Financial Advisor - Greater San Francisco Bay Area Thrivent Financial for LutheransFinancial Advisor - Greater San Francisco Bay AreaStockton, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor Trainee (Modesto, CA) Raymond James Financial IncFinancial Advisor Trainee (Modesto, CA)Modesto, CA$70,304–$77,000 / years66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Financial Advisor BMO (Bank of Montreal)Financial AdvisorAntioch, CA$55,000–$120,000 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Enrollment Services Associate San Joaquin Valley College, Inc.Enrollment Services AssociateSalida, CA$25–$29 / hourFull timeThe Enrollment Services Associate will promptly schedule and conduct interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment. Conducts a high volume of outbound telephone calls and interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment.
Financial Solutions Advisor - San Joaquin Valley Market Bank of America CorpFinancial Solutions Advisor - San Joaquin Valley MarketManteca, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Risk Advisory Services Principal Baker Tilly Virchow Krause, LLPRisk Advisory Services PrincipalStockton, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Risk Advisory Services Principal Baker Tilly Virchow KrauseLLPRisk Advisory Services PrincipalStockton, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Relationship Banker - Clifton, Lodi, Paterson & Teterboro, NJ Financial Centers - Full Time - Bilingual Spanish Required Bank of AmericaRelationship Banker - Clifton, Lodi, Paterson & Teterboro, NJ Financial Centers - Full Time - Bilingual Spanish RequiredLodi, CaliforniaUS - NJ - Clifton - 1045 Clifton Ave - CLIFTON BC (NJ6153), US - NJ - Lodi - 4 Hunter St - LODI BC (NJ6125), US - NJ - Paterson - 190 Main St - Paterson - Main (NJ6282), US - NJ - Paterson - 385 McLean Blvd - PATERSON BC (NJ6143), US - NJ - Teterboro - 502 Central Ave - TETERBORO BC (NJ6132). This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Director of Dining Services MBK Senior LivingDirector of Dining ServicesThornton, CaliforniaOther Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members’ professional licenses. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an “Excluded Party” as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesStockton, CA$55,000–$115,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
NewAnalyst 2 - Engineering Support Services E. & J. Gallo WineryAnalyst 2 - Engineering Support ServicesModesto, CA$70,400–$105,600 / yearBachelors degree plus 4 years of finance, accounting, audit, economics, statistics or mathematics experience reflecting increasing levels of responsibility; OR Bachelors degree plus 3 years of Gallo experience to include business analytics and financial modeling work reflecting increasing levels of responsibility. Bachelors degree plus 2 years of finance, accounting, audit, economics, statistics or mathematics experience reflecting increasing levels of responsibility; OR Bachelors degree plus 1 year of Gallo experience to include business analytics and financial modeling work.
Director Of Dining Services Compass Group USA IncDirector Of Dining ServicesLodi, CA$73,000–$78,000 / yearJob Summary: The Director of Dining Services is the strategic business leader of the community's food and beverage/culinary operation ensuring resident and client satisfaction by providing a consistently high-quality product and best-in-class hospitality, while also meeting financial goals and driving a positive work environment. Business and Financial Competence: Understanding market dynamics, enterprise level objectives and important aspects of Compass Community Living's business to accurately diagnose strengths and weaknesses, anticipate opportunities and risks, identify issues, and develop strategies and plans.
Patient Services Liaison Cencora, Inc.Patient Services LiaisonLodi, CA$73,600–$147,290 / yearRoutinely interfacing with office staff, providers and leadership to proactively identify an address areas for process improvement to drive improved patient access and prescription internalization. This role provides subject matter expertise relating to retail pharmacy access and affordability and consults directly with clinic staff and physicians to refer patients to the appropriate pharmacy based on the health system's established process.
Patient Services Liaison Cencora IncPatient Services LiaisonLodi, CA$73,600–$147,290 / yearRoutinely interfacing with office staff, providers and leadership to proactively identify an address areas for process improvement to drive improved patient access and prescription internalization. This role provides subject matter expertise relating to retail pharmacy access and affordability and consults directly with clinic staff and physicians to refer patients to the appropriate pharmacy based on the health system's established process.
Sr. Financial Analyst (FTE, Onsite) Adventist Health SystemSr. Financial Analyst (FTE, Onsite)Lodi, CAWe are comprised of a 190-bed hospital, 17 medical offices, home care services, comprehensive cancer care and a vast scope of award-winning services located throughout Lodi and the surrounding areas. The allure of Lodi''s close-knit community is complimented by its proximity to major metropolitan cities in the Bay Area and Sacramento, as well as a quick drive to Lake Tahoe or the Northern California coast.
Senior Banker - Livermore Financial Center Bank of AmericaSenior Banker - Livermore Financial CenterLivermore, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.