Financial Service Representative

LTD Global · San Jose, California, United States

Location
San Jose
Job Type
Full-time
Posted
June 19, 2026

Job 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,...

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