2,318 Results for

Financial Services Jobs in Walnut Creek, CA

Jobs

Financial Services Advisor MONTERRA CREDIT UNION

San Mateo, CA

$25–$31 / hour

Opens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.

18 days ago

Financial Services Representative MONTERRA CREDIT UNION

Redwood City, CA

$20–$22 / hour

Responsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.

30+ days ago

Sales Consultant (Financial Services) Trinet

Dublin, CA

$70,875–$95,700 / year

Prospect: Consistently work on building a balanced pipeline of target prospects through traditional means of prospecting (cold calling, email, phone, LinkedIn) as well as building and leveraging a diverse group of ecosystem partners to provide referrals and business development opportunities. In an effort of exceeding quota, you'll build pipeline, conduct sales meetings with prospective clients, write proposals, gain approvals, and present those proposals to prospective clients, including C-level executives, business owners and other decision makers in midsize businesses.

Today

Director, Affluent Commercialization & GTM, Marketing Services Visa

San Francisco, CA

$178,300–$285,600 / year

Marketing Services is Visa’s global B2B marketing solutions practice, focused on driving incremental client engagement by commercializing Visa’s marketing expertise, developing scalable, client-facing offerings, and activating Visa’s sponsorships to deliver best-in-class solutions for our clients. The ideal candidate will bring proven expertise marketing to premium and affluent audiences, a strong understanding of the needs and behaviors of high-value consumers, and a track record of developing and commercializing client-facing solutions.

13 days ago

Director, Marketing Services Innovation & Commercialization Visa

San Francisco, CA

$151,600–$285,600 / year

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. This role requires strong analytical, strategic, and storytelling capabilities, as well as the ability to operate cross-functionally to bring new solutions to life and enable the broader organization to successfully sell and deliver them.

13 days ago

Sr. Director, Global CMS Lead, Marketing Services Visa

San Francisco, CA

$208,000–$333,000 / year

The role will support regional Marketing Services teams in achieving CMS revenue goals by helping identify whitespace opportunities, commercialize relevant solutions and equip teams with the materials, training and insights required to take those solutions to market. Partner with CMS product, sales and marketing teams to develop and commercialize scalable Marketing Services solutions across Visa Commercial Solutions, Visa Direct and Visa Government Solutions.

4 days ago

Vice President, Lifecycle Marketing, Global Marketing Services Visa

San Francisco, CA

$258,100–$451,800 / year

As a senior member of the Global Marketing Services leadership team, this leader will partner closely with regional Marketing Services teams, Product, Data, Technology, Visa Consulting & Analytics (VCA), Sales and Finance. Drive product and roadmap development in close partnership with Product, Data and Technology teams, ensuring tight integration of AI capabilities, differentiated Visa assets and Visa Marketing 360 campaign execution capabilities.

9 days ago

Vice President, Marketing Advisory, Global Marketing Services Visa

San Francisco, CA

$258,100–$451,800 / year

As a senior member of the Global Marketing Services leadership team, this leader will partner closely with regional Marketing Services teams, Visa Consulting & Analytics (VCA), Product, Data, Sales and Finance. This leader will establish Marketing Services as a trusted, retained marketing partner to clients, elevating Visa's role beyond episodic campaign support to sustained C-suite counsel and enterprise-level marketing transformation.

9 days ago

Principal Solutions Senior Manager, NA Value Added Services – Issuing Solutions Visa

San Francisco, CA

$169,100–$270,800 / year

The Senior Manager will help drive workstreams within key strategic initiatives (e.g., product roadmap development, voice-of-customer insights, data-driven client segmentation, and solution proposals for client opportunities) and help ensure the North America VAS leadership team has the data and insights needed to meet its growth imperatives. · Work with Regional Sales and Go-To-Market (GTM) teams to help build, execute, and monitor go-to-market motions that make solutions easy to sell and easy to buy, including: o Supporting GTM strategy grounded in client segmentation, market sizing, and competitive landscape analysis.

13 days ago

Sr. Business Analyst - Value Added Services (VAS) Deal Management Visa

San Francisco, CA

$109,800–$206,700 / year

The VAS Deal Management Team partners closely with Sales, Product, Finance, Pricing, Legal, GTM, and Commercial Operations leaders to develop and execute strategic Value-Added Services (VAS) opportunities across Visa. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

Today

Interim Senior Financial Analyst Vaco LLC

San Francisco, CA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to: The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

12 days ago

Contact Center Advisor (Hybrid Remote) MONTERRA CREDIT UNION

Redwood City, CA

Remote

$24–$28 / hour

Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. Provides assistance to new and existing members with regard to all Credit Union products and services (includes all lending products and investment opportunities available).

30+ days ago

Vice President, Gateway Services Products Visa

Foster City, CA

$261,900–$458,000 / year

As Visa modernizes its core processing platforms through Open VisaNet (OVN), Gateway Services plays a critical role in evolving legacy access models toward API‑driven, scalable, and globally distributed architectures that safely support new payment flows, regions, and business models. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

30+ days ago

Sr. Product Manager, Global Token Services Visa

Foster City, CA

$172,100–$275,800 / year

It is well suited to a PM who wants to drive outcomes end-to-end: from market and landscape assessment and business case development, through requirements and roadmap definition, to consumer experience definition, technical delivery, launch, and performance measurement — in close partnership with engineering, architecture, analytics, design, legal/compliance, and commercial teams across a highly matrixed global organization. Drive credential and identity specification work needed to secure Visa's token as the trusted, default payment mechanism across new wallet and device form factors, partnering directly with external wallet and platform partners.

4 days ago

Lending Specialist MONTERRA CREDIT UNION

Redwood City, CA

$29–$35 / hour

Cross-services members on Credit Union products and services including ancillary products, consumer loans, real estate loans, share accounts, certificates, investment services, online banking services, and other Credit Union offerings. The Lending Specialist receives, processes, and evaluates loan requests utilizing all delivery channels currently available; including telephone, internet, online chat, text messaging, digital applications, and mail in a contact center environment.

12 days ago

Marketing Specialist MONTERRA CREDIT UNION

Redwood City, CA

$33–$39 / hour

The Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings.

30+ days ago

Nurse Practitioner or Physician Assistant (Financial District: Sutter) - Sign-On Bonus Available One Medical

SAN FRANCISCO, CA

$164,700–$196,875 / year

Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.

30+ days ago

Digital Marketing Lead MONTERRA CREDIT UNION

Redwood City, CA

$50.48–$57.69 / hour

Own and lead the end‑to‑end digital marketing strategy across all owned digital channels, including digital and social media platforms, SEO, the public website, email, text messaging, online banking, and the mobile app, while also supporting digital media optimization in collaboration with marketing leadership and agency partner. As a key member of Monterra Credit Union’s Marketing team, the Digital Marketing Lead owns and drives the end-to-end digital marketing strategy to accelerate member acquisition, product adoption, engagement, and retention across deposit, loan, and ancillary products and services.

30+ days ago

Sr. Associate Counsel Visa

San Francisco, CA

$180,600–$289,300 / year

Applicants must be skilled at managing multiple priorities in a fast-paced and challenging, but highly rewarding, environment, have good judgment and strong analytical, organizational, client counseling, and negotiation skills, be self-motivated, be an optimistic, curious, and collaborative team player. Work closely with Visa’s regional legal and business teams globally, and assist these teams in resolving regional and local issues, including achieving consistency on approaches and issues by Visa worldwide.

13 days ago

Retail Customer Service Associate FedEx Office

San Rafael, CA

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

11 days ago

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Financial Services Jobs in Walnut Creek, CA

Financial Services Advisor MONTERRA CREDIT UNION

Financial Services Representative MONTERRA CREDIT UNION

Sales Consultant (Financial Services) Trinet

Director, Affluent Commercialization & GTM, Marketing Services Visa

Director, Marketing Services Innovation & Commercialization Visa

Sr. Director, Global CMS Lead, Marketing Services Visa

Vice President, Lifecycle Marketing, Global Marketing Services Visa

Vice President, Marketing Advisory, Global Marketing Services Visa

Principal Solutions Senior Manager, NA Value Added Services – Issuing Solutions Visa

Sr. Business Analyst - Value Added Services (VAS) Deal Management Visa

Interim Senior Financial Analyst Vaco LLC

Contact Center Advisor (Hybrid Remote) MONTERRA CREDIT UNION

Vice President, Gateway Services Products Visa

Sr. Product Manager, Global Token Services Visa

Lending Specialist MONTERRA CREDIT UNION

Marketing Specialist MONTERRA CREDIT UNION

Nurse Practitioner or Physician Assistant (Financial District: Sutter) - Sign-On Bonus Available One Medical

Digital Marketing Lead MONTERRA CREDIT UNION

Sr. Associate Counsel Visa

Retail Customer Service Associate FedEx Office

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