Financial Service Representative
LTD Global, LLCSan Jose, California, United States
Posted April 14, 2026
Full Time
About the Company
A well-established, member-focused financial institution dedicated to delivering personalized banking solutions and exceptional service.
Job Description
Seeking a customer-focused Financial Services Representative II to support members with their financial needs through a combination of service, sales, and operational support.
Requirements
- Assist members with consumer and auto loan applications
- Build strong member relationships
- Achieve individual and team sales and referral goals
- Perform teller transactions
- Maintain up-to-date knowledge of products, services, and compliance regulations
- Ensure strict confidentiality of member information
- Participate in community outreach and business development activities
- Provide support across branch locations
