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Financial Service Representative

LTD Global

San Jose, CA, United States Full-time June 10, 2026
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Opportunity Description

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...
Full-time other-general

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