💼 Full-Time Position

Financial Service Representative

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LTD Global
📍 San Jose, CA, United States
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Location
San Jose, United States
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Posted
June 06, 2026
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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, and follow-up

+ Build strong member relationships by identify...